Throughout her extensive career in financial services, Sharon has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated service they deserve. She approaches each client request or question with a positive attitude and in a conscientious manner.
Sharon enjoys fostering close relationships with the families and individuals we serve, helping us maintain the quality standard of care we strive to provide our clients. She also handles a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us effortless.
Before joining our team in May 2004, Sharon was a client associate at Morgan Stanley for 17 years. She is originally from Bellerose, New York, and now lives in Casselberry, Florida with her husband, Tony; her three children, Taylor, Dallas, and Jasmine; and her rescue dog Miley. When not in the office, Sharon enjoys the outdoors, especially working in her garden.