Financial Services - Charlotte, NC, US
Wealth Manager - Partner, CERTIFIED FINANCIAL PLANNERâ„¢ Professional
We believe that everyone deserves to achieve a work optional lifestyle - to be in control of your time and have the financial freedom to pursue what's important in your life.At SHARP ADVISORS, we live and breathe on Simplifying Retirement. Our team of financial professionals is committed to taking the complexity out of retirement income planning.Our formula to success is also the work we find most fulfilling. By building lasting relationships and taking the time to identify what's most important to you, we help guide the way to the unique lifestyle you envision.Securities offered through LPL Financial. Member SIPC www.sipc.org. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group and Sharp Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.sharpadvisors.net #1-776255Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, a SEC registered investment adviser. Merit Financial Group, LLC and SHARP ADVISORS, Inc. are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to Links section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Sharp Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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