Registered Administrative Assistant
Sharon joined our team in 2023, and she brings with her more than 15 years of experience as a financial professional. Before joining us, Sharon worked in maintaining client relationships at Wells Fargo Advisors as a Senior Registered Client Associate. Sharon is a graduate from the University of Maryland Global Campus, and holds her Series 7, 66 certifications held through LPL Financial. Outside of work, Sharon enjoys spending time with her family, shopping and travelling.