Cheryl Smith

Cheryl Smith 

Relationship Manager

Cheryl is responsible for managing client relationships and focusing on client satisfaction in the Buffalo office of United Capital Financial Advisors. Cheryl supports the wealth advisor team with specific attention to client interaction, client development, operations, and account maintenance.

Cheryl joined the Buffalo team in 2021 as a Client Service Manager, where she provided administrative support for the Buffalo office.

Before making the move to United Capital, Cheryl had a successful 23-year career working in Management for a national communications company. She has a passion to succeed and to provide our clients with an excellent experience. 

Cheryl lives in North Tonawanda with her husband Vic, two sons Dodge and Carson, and her daughter Julia. In her spare time, she enjoys spending time at the gym and traveling with her family. 

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

  • Share your current situation and goals
  • Receive an introduction to an advisor
  • Get your financial questions answered

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