Sherry.HNW.rev 110416.MSY.with tax disclosure.PB version

Sherry.HNW.rev 110416.MSY.with tax disclosure.PB version

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  Private Wealth •Tax Planning • Asset Protection Securities and Advisory Services are offered through The Strategic Financial Alliance, Inc. (SFA). Member FINRA & SIPC. SFA is otherwise unaffiliated with Hutchinson Family Offices. The SFA does not give tax or legal advice. 2875 South Ocean Blvd • Suite 200-17 • Palm Beach, FL 33480 Direct 561.494.8014 • Toll Free 866.454.6004 • www.HutchinsonFamilyOffice.com Position and Experience President of Hutchinson Family Offices, a multi-client family office managing and overseeing the high net-worth family’s wealth. Over 22 years’ experience, including national high profile divorce cases. Primary emphasis on analyzing the challenging financial issues of high net-worth client’s by providing customized recommendations for divorce settlement and sophisticated planning solutions. Collaboration with top attorneys, accountants, counselors, mediators, and other professionals throughout the country. Services include evaluation of assets and financial documentation, examination of income tax issues applicable to the divorce settlement, providing analysis and recommendations for divorce mediation, assistance in preparing trial exhibits and expert analysis, as well as providing the client with financial recommendations for overall wealth structure and management that meets set goals for preservation, growth and income. Sherry Campbell, CFP®, CDFA® Professional Qualifications Professional Certifications, Registrations and Licenses • CFP®: CERTIFIED FINANCIAL PLANNERTM professional, College for Financial Planning, 2003. • CDFA®: Certified Divorce Financial Analyst, Institute of Divorce Financial Analyst, 2004. • Series 7 Registered: General Securities Representative, Financial Industry Regulatory Authority (FINRA), 1997. • Series 63 Registered: Uniform Securities Agent, Financial Industry Regulatory Authority (FINRA), 1997. • Series 65 Registered: Uniform Investment Advisor, Financial Industry Regulatory Authority (FINRA), 1999. • Licensed Life and Health Agent, North Carolina Department of Insurance, 1997. Education • Bachelor of Science, Double Concentration: Finance/Risk Management, University of North Carolina at Greensboro, Greensboro, NC (1993). • Bachelor of Science, Accounting. Guilford College, Current Student. Professional Organizations • Institute for Divorce Financial Analysts™ • North Carolina Association of Collaborative Divorce Professionals • Society of Financial Planner Service Professionals Honors/Awards • Recognized by Institute for Divorce Financial Analysts (IDFA) for Outstanding Performance, 2011.1 • 2009 Best of Greensboro Award by the US Commerce Association.2 Page 1 of 2
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  Lecturer/Instructor • Financial PeaceUniversity, Coordinator. The Summit Church, Kernersville, NC, Fall 2013. • Determining the Marital Standard of Living and Imputation of Investment Income. AAML Tri-State Chapters Retreat, Savannah, GA, April 2012. • Divorce in the Golden Years. Co-presenter. NC Family Law Specialists Conference, Asheville, NC, July, 2011. • Practice Management for a Divorce Planning Practice, Institute for Divorce Financial Analysts Annual Conference, June 2011. • Divorce Planning Issues. Society of Financial Service Professional Annual CE Day, May 2010. • Financial Expert Witness Testimony. Triad Collaborative Law Meeting, March 2010. • Preparing Solid Financial Affadavits. Dirty Thirty Paralegal Meeting, Pinehurst, NC, January 2010. • DivorceCare, Calvary Church, Greensboro, NC, 2006, Lawndale Baptist Church, Greensboro, NC, 2008. • Working with Legal Professionals. Advanced Topics Meeting, Institute for Divorce Financial Analysts, June 2007. • Financial Peace (Dave Ramsey). Christ Community Church, Greensboro, NC, Spring 2007. • Personal Financial Planning and Organization. Dirty Thirty Paralegal Meeting, Pinehurst, NC, 2006. • Divorce Financial Planning. Greensboro Family Law Council Breakfast, Greensboro, NC, 2005. Articles Published • Strategies to Help Generate Income from a Divorce Settlement. North Carolina Bar Association, Family Law Newsletter, May 2016. • Bringing Added Value to Your Client Relationships. North Carolina Family Law Forum, May 2004. • Investing Post Divorce. North Carolina Family Law Forum, April 2007. Divorce Related Education • Family Law Intensive Seminar: There’s Money on the Table, CLE. Wrightsville Beach, NC, February 2016. • American Academy of Matrimonial Lawyers Mid-Year Meeting, CLE. Nassau, Bahamas, March 2016. • Family Law Specialist Conference. 2015, 2012. • Family Law Section Annual Meeting. 2016, 2015, 2014. • NCAAML Bi-Annual Family Law Symposium. North Carolina Chapter, 2015, 2013. • American Academy of Matrimonial Lawyers, Chicago, IL, 2016, 2014. • NC Family Law Fall Program, CLE. Greensboro, NC, 2014, 2011. • Practical Magic: Revealing the Great Mysteries of Family Law, Raleigh, NC, July 2014. • Institute for Divorce Financial Analysts Practitioner’s Bootcamp. Nashville, TN, Institute for Divorce Financial Analysts, April 2012. • NC Family Law Intensive. Asheville, NC, October 2009. • Annual ADFP Conference. New York, NY, Association of Divorce Financial Planners, September 2008. • AICPA/AAML Conference on Divorce. Las Vegas, NV, AICPA/AAML, 2014, 2008, 2006. • Institute for Divorce Financial Analysts Advanced Topics. 2011, 2007, 2006, 2005. 1 The Institute for Divorce Financial AnalystsTM awards individuals for outstanding performance. This is a public acknowledgement of a member’s dedication and valuable contribution to the Certified Divorce Financial Analyst® designation. It is presented to individuals who help to maintain the core principals and standards of the designation, as well as act as a resource to their peers. 2 The USCA “Best of Local Business” Award Program recognizes outstanding local businesses throughout the country. Each year, the USCA identifies companies that they believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and community. Various sources of information were gathered and analyzed to choose the winners in each category. The 2009 USCA Award Program focuses on quality, not quantity. Winners are determined based on the information gathered both internally by the USCA and data provided by third parties. Page 2 of 2