Skip to main content
Legacy Strategic Asset Management
Address:
1891 Georgetown Road
Hudson, OH 44236
Phone:
330-655-7051
Fax/Other:
330 655 8921
E-mail address: [email protected]

Sharon Whitacre, CFP®, CIMA®

Associate Vice President – Investments

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.

Phone330-655-7056
Fax330-655-8921

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, MI, MT, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX