With more than 25 years of experience in the financial services industry, Sharon brings dedication, precision, and a genuine client first mindset to every interaction. She is committed to delivering timely, accurate, and compassionate support, ensuring each client feels valued, informed, and well cared for.
Sharon leverages her extensive operational expertise to efficiently manage account servicing, documentation, and day to day administrative needs with consistency and attention to detail. Known for her calm, dependable presence, she approaches every request with professionalism and a solution oriented attitude.
As a core member of The Perl Group of Raymond James, Sharon plays a vital role in supporting business operations—from preparing financial reports and processing service requests to facilitating clear and proactive client communication. Her organizational strength, responsiveness, and commitment to excellence help create a smooth and positive experience for every client.
Prior to joining Raymond James, Sharon was a Wealth Management Associate with The Perl Group at Morgan Stanley.
Born and raised in Connecticut, Sharon moved to Colorado in 1976, where she has built her life, career, and long standing dedication to serving clients with integrity, care, and exceptional service.
She holds both Series 7 and Series 66 securities licenses.
