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Women in Business 2019: Sherri Hall Haugabook

A special advertising section celebrating Macon women in business.
In partnership with Cox Communications
Photography by Jessica Whitley

Sheri Hall Haugabook 

Senior Vice President of Investments, and Investment Management Consultant 

Greer Wealth Advisors of Raymond James 

121 Perimeter Parkway, Macon 

478-405-3965 

sheri.haugabook@raymondjames.com 

raymondjames.com/greerfinancialgroup.com 

 

THE MISSION OF MY BUSINESS: To help my clients build and preserve their wealth by providing the highest quality wealth management experience, relationships and service. I do this by staying in constant communication with them through regular reviews, phone calls and emailing market updates. Excellent service is key to any successful business. At Greer Wealth Advisors, we specialize in education funding strategies, retirement planning and estate planning.    

I HOPE MORE WOMEN WILL: Understand the importance of growth in their portfolios.  Women live, on average, longer than men.  Women investors need to protect themselves so they do not outlive their money. 

HOW I DEFINE SUCCESS: Receiving referrals from my existing clients. That is the biggest compliment I can receive. If my clients trust me with their financial future, and in turn, ask me to reach out to a friend or family member, then I know I’ve done my job. The greatest success is seeing a happy client who we helped reach their financial goals and objectives.  

WOMEN CAN BETTER SUPPORT EACH OTHER BY: Participating in local organizations. Women can benefit through networking, which is a wonderful support system for one another. Friendships can be made for a lifetime.  

THE MOST GRATIFYING PART OF MY JOB: I consider my clients my friends. Therefore, I enjoy having conversations about their hobbies, interests and how they spend time with their families and friends. I also work with an amazing group of folks in our office. It is a pleasure going to work every day. 

I ADMIRE WOMEN WHO: Are trustworthy and hard-working – whether it is in the home or outside of the home – while also maintaining a balanced life. All of my friends are career professionals and I value their opinions. 

RIGHT NOW, I’M MOST EXCITED ABOUT: I am thrilled to see how much Macon is growing. We have loft apartments and new restaurants popping up everywhere. The museum and theaters are thriving and the sporting events are selling out. I especially enjoy seeing how many philanthropic organizations we have here. It is very heartwarming to see the enthusiasm and participation from folks helping those in need in our community. 

Raymond James & Associates Inc. member New York Stock Exchange/SIPC. Any opinions are those of Sheri Hall Haugabook and not necessarily those of Raymond James. 

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