Sharon Whitacre, CFP®, CIMA®

Sharon Whitacre, CFP®, CIMA®

Senior Institutional Consultant Financial Advisor

Phone: 800.601.6334
Fax: 330.655.8921
E-mail:
 

Sharon joined Legacy Strategic Asset Management of Wells Fargo Advisors in 2013 as a Senior Institutional Consultant, Financial Advisor and Investment Planner. 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 institutional and high-net-worth clients with an emphasis toward asset allocation, manager search and selection, as well as a focus in invetment planning and liabilities management.

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 Management Consultants Association (IMCA) and the Financial Planners Association (FPA).

Sharon lives in Hudson, OH with her husband and two children. She is an avid golfer and cyclist and enjoys volunteer activities with several local organizations.