Sharon Kaylor
Sharon Kaylor, CRPC Practice Business Coordinator

Sharon applies over 25 years of financial services experience to providing strategic direction for enhancing our client experience and managing our office operations to ensure a smooth, efficient workflow. While much of her focus is behind the scenes, creating and overseeing processes that provide structure to our practice, Sharon is also an integral part of helping to build and maintain clients’ financial plans. Additionally, she provides guidance and support to our administrative team within the branch.

Sharon joined Satterfield Wealth Strategies in 2024, but Raymond James has been a part of her life for as long as she can remember. Her grandparents were financial advisors, and she recalls company branded trinkets were common stocking stuffers at Christmas. She worked as a summer temp in her grandparents’ branch after graduating high school and joined Raymond James full time in 1998. Since then, she has held many diverse roles, including Trading Specialist, Executive Assistant to the Chairman/CEO, Transitions Consultant and Strategic Director. Sharon graduated from St. Petersburg College and holds the Series 7, Series 66 and Series 24 licenses, as well as the Chartered Retirement Planning Counselor℠ designation.

Sharon is originally from St. Petersburg, Florida. Today you’ll find her exploring more mountains than beaches from her home in Meridian, Idaho. She and husband Rob enjoy travels focused on wilderness exploration and outdoor activities such as hiking, cycling, off-road driving, and camping. She is also the proud mother of two grown sons.