NB|AZ Wealth Advisors | LPL Financial
Cheri Keene
Vice President | Wealth Management Advisor
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Branch/Office Location
Cheri Keene
Vice President | Wealth Management Advisor
About Cheri
As a Wealth Advisor for NB|AZ Wealth Advisors, Cheri serves her clients by providing direction and creating strategies to address their financial goals through various stages in their lives. She brings 20 years of experience in high-value relationship management and 11 years of experience in utilizing wealth planning strategies for her clients. Cheri graduated summa cum laude from Grand Canyon University with her Bachelor of Science in Finance and Economics. In addition, Cheri is a CERTIFIED FINANCIAL PLANNING™ practitioner and a Certified Divorce Financial Analyst® certificant.
Community Involvement
Cheri is part of National Bank of Arizona’s Women’s Financial Group and a former board member of the Herberger Theater Center and the UMOM Young Professionals Council.
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Products and Services I specialize in:
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. National Bank of Arizona, a division of Zions Bancorporation, N.A., and NB|AZ Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name NB|AZ Wealth Advisors, and may also be employees of National Bank of Arizona, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of National Bank of Arizona, a division of Zions Bancorporation, N.A. or NB|AZ Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
| Not Bank Deposits or Obligations | ||
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NV, CA, ID, IL, MN, NM, OR, UT, WA, AZ, FL, HI, CO, GA, WI, WY, KS
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