Sharri Tarazon

Wealth Coordinator

Sharri has been in the financial services industry since 2016. Focusing on private client services, she emphasizes collaborative wealth management as the way to meet the needs of our clients as fully as possible. Sharri understands industry and custodian policies, procedures, and systems, is hands-on in all areas, and ensures timely communication and issue resolution – all of this being central to delivering quality care to clients.

Sharri believes that listening carefully to a client and making a special effort to understand what they’re saying is how you prove they’re important to you.