About Us

Sharon Lockhart
CFP®, CDFA
Financial Advisor

A lifelong resident of the Greater Kansas City area, Sharon received a degree in business management from Longview Community College and attended Avila College at night majoring in finance and economics while operating a Deli in her home town of Belton, MO.

Sharon joined the securities industry in 1980 as a registered representative, and received the designation of Certified Financial PlannerTM professional in 1991. She became an independent advisor in 1996 when she affiliated with Raymond James Financial Services. Additionally, since becoming a Certified Divorce Financial AnalystTM in 1997, she helps individuals and couples work toward financially equitable divorce settlements.

Sharon addresses financial issues with seminars and conferences locally and nationally, and has been published in the "Kansas City Small Business Monthly", "WISER Woman" (Women's Institute for a Secure Retirement) and the "Massachusetts Law Review." She is a frequent contributor to the Money Wise section of the "Kansas City Star."

Professional memberships include the Financial Planning Association (FPA), Financial Divorce Association and Kansas City Metropolitan Bar Association.

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

Financial Advisor Services
Financial Advisor Image
Sharon Lockhart CFP®, CDFA Financial Advisor
4200 Somerset
Suite 120
Prairie VillageKS 66208
Phone: 913-649-5300
Fax: 913-649-5302
Toll-Free: 888-649-5300
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.