Sheral Jackson

Sheral Jackson

Sheral Jackson

Executive Assistant
sheral@retirementrefined.com

Sheral is the first smile you will see when you visit our office. She has over 25 years’ experience in Executive Support and Office Management.

Sheral is the Executive Assistant to Paul Levin and John Aromando. Sheral handles the Administrative and Operations of the office. Sheral is our technology guru and handles all aspects of the day to day operations, including equipment maintenance, databases and supplies. Sheral enhances her Executives’ effectiveness by supporting them in whatever capacity they need. She works alongside Paul and John in assisting with the financial plans, preparing reports and entering financial data for our clients. She manages our social media outlets, schedules appointments, transcribes and reviews confidential materials and reviews and implements processes to improve our business plans. Sheral designs our ads and brochures for our Client Workshops and manages the monthly email blasts for our “Tip of the Month.” Sheral is our “Jacki of All Trades” with her shifting priorities and multi-tasking working in all aspects of our office. She enjoys greeting our clients and helping them in whatever capacity that she can.

Sheral is married with 3 daughters and is avid Eagles fan. When Sheral is not working or watching her Eagles, she enjoys riding her motorcycle along with her husband Stephen and their Riding Club supporting various charities; especially those involving veterans and children. Each Thanksgiving her Club picks a couple Veterans in need and provides their family a full Thanksgiving dinner. Each December Sheral and her husband dress up as Santa and Mrs. Claus, decorating their motorcycles with their riding club to deliver Holiday Cheer to a church in Camden, as well as, two families they “adopt.” Another favorite ride we do, is going to the Ronald McDonald House in Camden. The children’s eyes light up when they see all the motorcycles and they can’t wait to be lifted out of their wheelchairs to sit on all the bikes. “It fills my heart with such joy to be able to bring so many smiles to not only the children faces but also their parents.”

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This communication is strictly intended for individuals residing in the states of CA, DE, FL, GA, HI, NC, NJ, NY, PA, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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