Our clients become our extended family. We truly like one another.
A member of the Allen & Company team since 1968, Sharon was the 13th DISTAFF representative in Florida to earn the CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning.
Sharon serves as Vice President of Investments and is a licensed Securities Principal, Life Insurance Representative and Realtor in the state of Florida. She is a graduate of the Wharton School of Business where she attended through special programming with the Securities Industry Association.
In keeping with the Allen & Company commitment to giving back to the communities in which we live, Sharon has served as president of the Winter Haven Chamber of Commerce and on the board of the Winter Haven Theater. She also supports the Florida Women’s Alliance, the Rotary International Winter Haven Club and is a member of the Salvador Dali Museum Guild.
Check the background of this investment professional on FINRA BrokerCheck