Sharon is a valued member of the WealthPlan Partners team, serving as Executive Assistant to Rich Holle, one of the firm’s founding Partners and leading the Client Services Department. Based in the WealthPlan Partners Bayonne, NJ office, Sharon brings 30 years of experience in the financial services industry, with extensive expertise in client service, operations, account management, and the coordination of complex financial transactions.
Throughout her career, Sharon has developed a deep understanding of the operational side of wealth management, including managing client account processes, facilitating money movements to and from client accounts, and supporting clients through a wide range of financial needs. Her attention to detail, dedication to service, and ability to navigate complex account matters have made her an indispensable resource to both the advisors she supports and the clients she serves.
Sharon works closely with clients to provide a seamless and personalized experience throughout their financial journey. She assists clients with various advisory accounts, trusts, estates, cash balance plans, variable annuities, RILA’s, rollovers, mutual funds, and account transfers. She also supports clients utilizing Pontera and their eMoney/Vision1 financial planning platforms.
Sharon holds a Series 6 Securities License with Osaic Wealth, Inc. She takes pride in delivering exceptional service and building lasting relationships through responsiveness and dedication. Sharon is passionate about helping clients throughout every step of their financial planning experience.
Outside of the office, Sharon enjoys spending time with her daughter. In her spare time, she enjoys learning salsa and bachata Latin dancing, embracing new challenges, and continuing to grow both personally and professionally.