My Story and Services

WHAT I DO: I am a wealth advisor with a passion for helping you feel confident about your financial decisions. I seek to achieve this through education and planning for not only your present but also your future.

WHAT I OFFER: My initial focus is to learn about you, understand your needs and conceptualize your vision. I enjoy the collaborative process: working together with your other advisors provides a truly holistic approach to realizing your vision. My credentials and over 29 years in the financial services arena help to create an experience that increases your commitment to incorporating a financial framework into your life.

WHAT DISTINGUISHES ME: I understand the emotional challenges of navigating financial conversations and I am committed to helping you “Manage Emotion and Plan Logically". Whether you're navigating a divorce, newly widowed or a professional just starting to plan for your future, I can help with strategies for spending, saving and investing.

HOW I WORK: I manage a very emotional process by completing a financial plan that will help you understand your choices and make confident decisions. This plan becomes a living, breathing document that is part of the decision-making process for years to come. When you expand your relationship with me to include investment management, I begin by constructing a diversified investment portfolio. I then use a bucketing approach that spreads those investments across your various accounts based on when funds are needed. The clients I work with generally have between $250,000 and $5 million in assets under my care.
Securities Agent: TX, VT, VA, SC, PA, OH, NY, NJ, NH, MO, ME, MA, IL, FL, DC, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1232921
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Divorce and You

Divorce is an emotional rollercoaster and the financial consequences of this transition can seem confusing and overwhelming. If you are a woman thinking of divorcing or going through a divorce, you deserve to be supported, informed and guided to make sound decisions. Divorce evokes many emotions: anger, betrayal, loss, shock, panic and maybe even a sense of relief. It is imperative to be able to sort out what you feel from what makes sense. As a Financial Advisor and Certified Divorce Financial Analyst, (CDFA) my commitment to you is to truly understand your personal situation and to provide the knowledge you need to be prepared for the impact of divorce on your financial life. I would be honored to be your guide, to advocate and to assist you with your unique financial circumstances. 


Every woman’s situation is unique. I understand this can be a challenging and emotional time.   My role is to support you and together, we will create a plan that will help move you though this transition successfully and get you off the emotional rollercoaster. As your CDFA, I focus on the specific nuances that define the financial aspects of your divorce.  My mission is to help you gain an understanding of how issues around homeownership, cash flow, budgeting and investing could impact your future well-being. 


Proceeding with a divorce isn’t easy. The process is complex and it is helpful to surround yourself with someone who has knowledge and experience in navigating the complexities of divorce.  The reality is the more you know, the more you understand your options.  Together, we will use a financial planning framework to explore the impact of your choices and use that knowledge to help you make sound decisions. Let me support you through this difficult time and work with you to pave a way for greater financial security and flexibility in the future.


    2012 - 2015: UBS Financial Services
    Financial Advisor
    Boston, MA

    2005 - 2012: UBS Financial Services
    Investment Associate
    Boston, MA

    1992 - 2005: Merrill Lynch
    Registered Client Associate


      • Certified Divorce Financial Analyst_x0019_
      • NASD Series 7, 63 and 65
      • MA Insurance License # 1935693
      • NMLS License # 1232921


      35 Village Rd
      Ste 601
      Middleton, MA 01949
      (978) 739-3956(978) 739-3956
      (617) 217-0698(617) 217-0698
      Investment and Market Perspectives

      On the Markets


      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.


      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.


      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      A Parent's Guide to Talking to Your Kids About Money

      A Parent's Guide to Talking to Your Kids About Money

      Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      Facing Financial Stress? Your Employer May Be Able to Help

      Facing Financial Stress? Your Employer May Be Able to Help

      Many of us face money worries. You may be able to get advice and education from an unexpected source.


      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

      More from Morgan Stanley



      “You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
      Learn more about Morgan Stanley and Justin Rose: A Winning Team
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Ready to start a conversation? Contact Sheri Bouchie today.
      Market Information Delayed 20 Minutes
      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

      CRC 2019752 10/2018