
Having spent more than 30 years in the industry Sharon knows a thing or two about retirement planning. She spent the majority of her career at Merrill Lynch as an advisor, product innovator and consultant. During that time she focused on retirement plan solutions for institutions and plan participants, working with many Fortune 500 companies such as Coca-Cola, Kroger, and Chrysler to name a few. Sharon enjoys helping individuals focus on their goals and financial wellness. Sharon spent the majority of her career in New York before relocating to Vero Beach in 2011.