Advisor Profile

Sydney Cross brings five+ years of experience in financial services to her role as a Senior Associate, Wealth Management, working from Choreo’s Charlotte, North Carolina office.  A first-generation college graduate, Sydney earned her Bachelor of Science in Business Administration in Finance from the University of North Carolina at Charlotte, graduating with honors.  She holds the Series 7, 63 and 65 licenses, demonstrating her dedication to providing financial guidance to clients.

Before joining Choreo, Sydney gained valuable experience in a variety of roles within the financial services industry.  She began her career as a Client Services Representative at Vanguard, where she built a strong foundation in client relations and investment operations. She then advanced to become an Operational Specialist and Paraplanner at LifeWorth Financial, further developing her expertise in financial planning, operational processes, and supporting advisors in delivering tailored strategies to clients.

Sydney is passionate in helping clients achieve their financial goals while fostering strong, trusting relationships.  Her work reflects her dedication to excellence and her belief in empowering clients to make informed financial decisions.

PROFESSIONAL AFFILIATIONS AND CREDENTIALS

• Series 7, 63 and 65

EDUCATION

• B.S. Business Administration in Finance, University of North Carolina at Charlotte