Sharon Dickens
Financial Advisor serving individual investors / Focusing on solutions for business owners, executives and retirees
- Role
- Financial Advisor at Edward Jones
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Sharon Dickens
As a CERTIFIED FINANCIAL PLANNER™ professional, achieving goals and dreams takes…
Experience
Financial Advisor
Jun 2009 — Present
Work with serious long term investors to help them achieve their financial goals. I do this by establishing a personalized relationship where I understand what my clients and their families want, need, and value. Through this process, I help define our clients\' financial goals and objectives through various stages of life. Once these goals have been established, I define a standard of care for clients based on their needs and risk tolerance at each stage of life. I monitor these goals and track our success by ongoing reviews of their financial goals, risk tolerance, and tracking of investment performance.
Skills
- Financial Analysis
- Series 66
- Licensed to Sell Insurance
- Hold Series 7
- Fixed Income
- Strategic Planning
- Wealth Transfer
- Investments
- Estate Considerations
- Mutual Funds
- Asset Allocation
- Equities
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