We welcomed Shari to Private Wealth Management in March 2019. Prior to joining us, she worked in the financial services industry for almost 20 years as Operations Manager and has more than 30 years of management experience. Our philosophy of listening to clients, learning what their actual needs are, and only doing what is in their best interest, is what drew Shari to our firm.
Shari earned a Bachelor of Science degree in Communications and Public Relations from the University of Southern Mississippi, has been licensed in insurance since 2001, and has been Florida Notary since 1999.
Originally from Fort Walton Beach, FL, Shari moved to Tallahassee in 1992 and loved it so much she decided to stay. She and her husband Derek enjoy attending FSU Baseball and Football games, spending time with their two (for now) Weimaraners, Remington and Kimber. They are very proud of their son, Taylor and daughter, Jorden. Taylor is in the Army Reserves, works full time in his own business, Truly Tailored Landscaping, and attends Tallahassee Community College. Jorden graduated from the University of South Florida with a degree in Criminology, is a certified Paralegal, and currently works for an attorney in the Orlando area.
Shari's goal is to get to know our clients, assisting each with White Glove service and care, and to take part in the continued growth of Private Wealth Management.