Sharon Dabrusco
Wealth Advisor @Wells Fargo
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WORK HISTORY
Wealth Advisor @Wells Fargo
Boca Raton, FL, US
Clients depend on Wells Fargo Private Bank for a team that listens and truly understands them and offers tailored planning and solutions that help meet their diverse financial needs.Primarily responsible for working with high-net-worth clients to assist them in effectively manage their wealth, first by identifying each client’s unique goals then coordinating a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goalsAlso works with non-profit organizations, foundations and endowments with regard to their wealth management needs.
EDUCATION
College of New Rochelle
Bachelor of Arts (BA), Economics and History
Northwestern University
National Graduate Trust School
ABOUT SHARON DABRUSCO
I am an experienced senior fiduciary advisory specialist with broad based relationship management skills and deep fiduciary experience. During my 30 year+ career, I have worked in three countries (The Bahamas, England and the US), working with both domestic and international clients (high net worth individuals and their families and select non-profit organizations) to help them make the most of what matters most to them. My goal is to have a positive impact on the individuals, families and organizations that I serve while helping them build, manage, preserve and transition their wealth. I work with clients to integrate fiduciary and investment knowledge into each client’s custom wealth plan, coordinate a number of Specialized Wealth Services and work towards the client’s overall wealth management goals.I am active in my local community in a leadership capacity in various arts and professional organizations. I founded and served as Chair of the Boca Raton Museum of Art Professional Advisory Committee from 2010 to 2014. I am a past President of the Greater Boca Raton Estate Planning Council. I served as Fiduciary Chair of the 20••••14 Florida Bar Attorney Trust Officer Liaison Committee Conference. In addition I am a member of the Morikami Museum of Art Development Committee.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or Wells Fargo Private Bank. Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Member FDIC. NMSLR ID 399801. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC – INSURED/NO BANK GUARANTEE/MAY LOSE VALUE
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