• Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!

    Building lifelong relationships rooted in performance and trust.

    Cherry Wealth Advisors’ mission is to assist you through the retirement process. You are our No. 1 priority.

    About Cherry Wealth Advisors

    Jeff Cherry | Chief Financial Advisor

    Retirement income strategist Jeff Cherry is the President and Chief Financial Advisor of Cherry Wealth Advisors. He focuses in the fields of retirement income, wealth preservation and estate planning. He has helped hundreds of families gain greater confidence in their financial income strategy for over 25 years.

    Jeff’s services extend from Panama City to Pensacola, Florida. He has delivered over 200 public workshops addressing today’s current retirement concerns, and he is a much-sought-after public speaker in the Florida Panhandle.

    Jeff graduated from Purdue University, the home of the Boilermakers, with a degree in business. He is a Registered Investment Advisor. In addition, Jeff holds his long-term care (LTC) certification and maintains a life and annuity license in Florida. Throughout Jeff’s career he has continued to attend industry classes and training to stay up to date on the ever-changing financial landscape.

    Jeff is an active part of the community and his church. He is also a member of the Senior Softball Players Association and a proud sponsor of the 12U Florida Rays Travel baseball program, the Cherry Financial softball team, Fort Walton Beach High School swim team and Fort Walton Beach Lady Vikings basketball team.

    Cherry Financial Inc. is the parent company of Cherry Wealth Advisors and is a member of the Fort Walton Beach Better Business Bureau (BBB) and the National Ethics Association (NEA).
     

    Joseph White | Associate Advisor

    Joseph White is an Associate Advisor at Cherry Wealth Advisors. Joseph has been in the industry for several years. He's experienced, knowledgeable, and most importantly, he shares the same commitment and vision as we do. Joseph is an essential part of our team and assist us in several different areas, including: reviewing accounts, case planning, answering client and prospects questions, and meeting with families to help them achieve their retirement goals. Joseph has lived in Northwest Florida his entire life and enjoys time spent with family and friends especially when it pertains to outdoor sports activity.

    Nancy McLanahan | Director of Operations

    Nancy McLanahan is the Director of Operations for Cherry Wealth Advisors. Nancy works closely with our money managers and investment team to ensure trades, requests and new accounts are established properly. She helps produce annual and semi-annual statements, processes service requests (such as withdrawals, payment of premiums and beneficiary changes) and performs a number of behind-the-scene tasks. Nancy also handles all aspects of accounting and bookkeeping. Nancy’s passions are being with her family and travel. In her spare time she works with her partner Jon remodeling and enjoying life.

    Nathaly Diaz | Director of Marketing/Client Relations

    Nathaly Diaz is our Marketing/Client Relations Director. Nathaly is in charge of our mailings, advertisements and newsletters. She manages our Radio Show, commercials, and all advertising communications throughout the panhandle. Nathaly is also responsible for organizing corporate educational events and community workshops. She is the point of contact if you, your friends or family would like to attend any upcoming events. Outside of work, Nathaly enjoys time with her family and friends. She also enjoys traveling and being ourdoors.

    Lacey Smith | Administrative Assistant

    Lacey is the familiar face when you walk into the door at our office, and the voice you hear when you call.
    She processes your service requests (such as withdrawals, payment of premiums and beneficiary changes) and performs a number of behind-the-scene tasks. She is the person to contact if you need anything service-related. In her free time she is always looking for a laugh and enjoys spending time at the local dog park with her dog Dewey, cooking for friends and hunting for vinyl records.

    Complimentary Guide
    "Your Retirement Income Planning Checklist”

    Discover 10 things you should consider in creating your retirement strategy.
  • We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
    Investment Advisory Services offered through Cherry Wealth Advisors, an SEC Registered Investment Advisor.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The "10 Things to Know About Retirement Income" is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.