Sharon Whitacre, CFP®, CIMA®

Sharon Whitacre, CFP®, CIMA®

Senior Institutional Consultant
Assistant Vice President
Financial Consultant

Sharon joined Legacy Strategic Asset Management of Wells Fargo Advisors in 2013 as a Senior Institutional Consultant and Financial Consultant. She began her career in financial services in 1989 with a broad background in commercial banking, private banking and trust services at Bank One, Columbus, NA and Bank One, Colorado Springs, NA. Immediately prior to joining Legacy Strategic Asset Management, she spent seven years on a consulting team at Morgan Stanley working primarily with high-net-worth families. Sharon's role within Legacy Strategic Asset Management includes consulting services for both high-net-worth clients and institutions with an emphasis on comprehensive wealth and investment planning and portfolio construction.

Sharon has a Bachelor of Science degree in Finance from Marquette University and an MBA from the University of Dayton. She achieved the Certified Financial PlannerTM(CFP®) designation in 1996 and the Certified Investment Management Analyst (CIMA®) designation in 2009. She is an active member of the Investment & Wealth Institute (IWI) and the Financial Planners Association (FPA).

Sharon lives in Hudson, OH with her husband and has two grown children. Sharon volunteers her time serving on the Board of Directors for Hudson Community Foundation and Chairs the Investment Committee. In her free time, she enjoys golf, cycling and boating.

Phone 330-655-7056
Fax 330-655-8921