Sydney Cross

Sydney Cross is a Senior Associate, Wealth Management at Choreo, based in Charlotte, NC, where she leverages over five years of experience in financial services to support high-net-worth individuals and families. In her current role, she focuses on comprehensive wealth management, including investment planning, retirement strategies, financial goal setting, and tax-efficient solutions, working closely with Choreo’s Investment Strategy Group to present tailored investment opportunities to clients.

Her sector expertise includes personal wealth management, with particular attention to financial and tax planning for middle-market business owners and individuals seeking multi-generational asset growth. Sydney’s background includes serving as a Paraplanner at LifeWorth Financial, where she honed her skills in portfolio construction, financial analysis, and customized client planning from 2021 to 2024, as well as early experience in client service roles during her tenure at the University of North Carolina at Charlotte.

Sydney holds a Bachelor of Science in Business Administration with a focus in Finance and Financial Management Services from the University of North Carolina at Charlotte, equipping her with a strong foundation in investment management and client advisory. She is recognized for her contributions to developing personalized, research-backed investment solutions and providing exceptional financial guidance within the wealth management sector.