Office Phone: 765.742.7366

Sherri Marcus

Operations Manager

Sherri Marcus has been an integral part of Gettings Reed Financial since it was founded, bringing decades of experience and dedication to the firm. As Operations Manager, Sherri wears many hats, ensuring the seamless functioning of our day-to-day operations. She works closely with our primary custodian, Charles Schwab, and serves as a Notary Public.

Sherri’s responsibilities include managing compliance procedures to ensure adherence to Securities and Exchange Commission (SEC) regulations. She meticulously oversees client data security, the timely processing of investments, and the maintenance of accurate records for the firm’s Advisor Representatives. Her leadership ensures that all communication and activities align with regulatory standards, safeguarding our clients and their investments.

In addition to her operational expertise, Sherri collaborates with the Chief Compliance Officer (CCO) and third-party vendors to maintain robust compliance systems. Her commitment to excellence and attention to detail make her an invaluable asset to the firm and its clients.