Sharon has more than 20 years of experience in the financial services industry. Fully licensed and highly skilled in wealth management operations and client service, she partners closely with financial advisors to deliver a seamless client experience. Sharon specializes in client onboarding, account servicing, relationship management, financial planning support, and navigating complex account transitions with professionalism, precision, and care.
Known for her proactive approach and commitment to excellence, Sharon serves as a trusted resource for clients, advisors, and colleagues alike. She is dedicated to building meaningful relationships, providing responsive service, and ensuring every client receives personalized attention.
Sharon lives in Baltimore City, Maryland, with her husband and two children. Outside of the office, she enjoys traveling, watching NASCAR, and spending quality time with her family.