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Cheryl McKay

Cheryl McKay

Investment Consultant Assistant

Cheryl McKay joined the Bagby Wealth Management team July 2019.  Cheryl graduated from Three Rivers College with an Associates degree and went on to take several more classes at Southeast Missouri University, focusing on Education. 

Cheryl brings over 15 years of Customer Service experience with her.  Her many roles in the Customer Service field including Front Counter Representative, Administrative Assistant and Customer Service Manager.  She enjoys serving customers, ensuring they receive a friendly, professional experience. 

Cheryl works directly with our advisors and clients in setting up new accounts, processing account documentation, preparing presentation materials for client reviews, and assisting with research and trade transactions.  She also analyzes critical client and account data, prepares projections, comparisons and reports, and conducts financial product and investment research.  Her client-focus approach, efficiency and attention to detail are great assets to our team.

Cheryl and her husband, Rob, reside in Dexter and have raised three daughters, Megan, Sarah and Erin.   When not working, Cheryl spends time with her family and 2 dogs, Gus and Lilly.