Introducing Cheryl Creuzot, CFP®, J.D., LL.M., MBA
Experienced Leadership. Trusted Fiduciary Oversight.
Cheryl Creuzot began her professional life as a Certified Financial Planner (CFP) assisting her clients with cash flow planning, risk management, investments and income, gift, and estate planning in an effort to enable them to reach financial independence. She ultimately took over the ownership of the two SEC and FINRA regulated firms she started her practice with. In addition to her practice she focused her efforts on the hiring, training and compliance supervision of the advisers of her firm. Cheryl continued her education during this time and obtained her Juris Doctorate (1992) , Masters of Laws – Taxation ,(1999) , and a Masters of Business Administration, with honors (2012.)
Cheryl successfully transitioned her firm and in addition to her law practice ,serves as a Board Director of Bancorp, (NASDAQ – TBBK) Chair, Nominating and Governance committee, Audit committee, Succession Committee (2021- present), and Valic Funds, a Corbridge Financial Inc. Affiliate ( NYSE – CRBG) Audit, Governance, Brokerage, Chair, Compliance and Ethics Committee (2022-present). She also serves MD Anderson University Cancer Center as a member of The Board of Visitors ( 2010 – present) serving on the President’s Executive Council. Ms. Creuzot is Vice Chair of the Board of the Frenchy’s Companies,(2013-present) a restaurant, food manufacturing and franchising organization of companies. She also serves as a Director of the board of the BeyGood Foundation, established by Beyonce’ Knowles Carter, where she serves on the Finance and Investment Committee
She has proudly spent her professional life growing and protecting the wealth of clients. In the Guardianship area of her law practice she will bring the same care and skill set to protect the interest of those clients who are incapacitated and unable to manage their financial affairs on their own.
In addition to Cheryl‘s Guardianship practice, as a court appointed receiver she will use her asset management, business operations, cash flow planning and debt restructuring skills as a fiduciary to prudently manage the assets of her clients under court supervision.
Get in Touch!
Hours of Operation
Mon – Sat: (By Appointment)