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Perspective – Elections and Your Portfolio

Perspective – Elections and Your Portfolio

Elections may cause short term market moves but seldom are they lasting. We saw over a 1,000 point swing between the US Dow Jones pre-market futures to ending results the first day after Trump’s historic election. Certain stocks like healthcare were down double digits...

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Why I Do It

Why I Do It

If I can help each of my clients dream bigger, reach their goals, and touch more lives than they ever thought possible then I would feel my life’s mission is accomplished. For the first two decades of my career, my mission revolved around helping people get to...

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My Story

My Story

I totally fell into my first job, likely by convincing my employer that I was a hard worker and had a head for numbers.  Secretly I still had no idea what I wanted to do in life. My experiences as a babysitter who banked every cent she ever made, a summer-time bank...

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Shari is the Branch Manager and a Financial Advisor with Raymond James Financial Services,"Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC". “Privacy policy”. 100-C Essex Ct., Madison, Alabama 35758. She is the lead advisor for the Investor’s Resource Team of advisors. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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