Coaching Advisor Growth | Cheri Lytle


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Cheri Lytle is Managing Director, Head of Chase Wealth Management Advice and Strategy at JPMorgan Chase Bank, N.A. Cheri has an extensive track record of developing leaders and advisors, implementing organizational change, and managing merger and acquisition integrations. Cheri’s organization provides market insights, investment expertise, practice management, and tools to enable financial advisors to help clients achieve their financial goals.

Born a coal miner’s daughter in West Virginia, Cheri graduated from West Virginia University with a Bachelor’s Degree in Organizational Psychology and a Master’s degree in Business Human Resources & Labor Relations.

Cheri began her career at General Electric Aircraft Engines, leading global systems initiatives across ten countries. She then held various leadership positions at Bank of America within bank branch operations, credit card, and small business.

Prior to joining JP Morgan Chase, Cheri was head of advisor strategy and development at Merrill Lynch Wealth Management, where she led the advisor development program for 3,500 advisor trainees and implemented practice management strategies for 15,000 financial advisors. Previously she led human resources and leadership development for Merrill Lynch.

Show Notes

56 episodes