Sharon Vickery

About

As an Edward Jones financial advisor and partner, I serve a wide variety of clients and love my job because it enables me to help people live better, more fulfilling lives.

Using an established process, I build personalized financial strategies that are designed to achieve each client's unique goals. I take time to truly listen to and understand my clients and appreciate their values. I identify challenges and gaps and leverage resources to solve problems and create opportunities. Once the strategies are implemented, I maintain regular contact with my clients to inform them of any developments and help keep them on track. In order to provide a comprehensive service, I collaborate with a team of CPAs, attorneys and other trusted professionals as needed, always keeping client information confidential.

I'm proud to serve clients whose goals range from growing wealth to saving for education expenses to planning and living a successful retirement. I work with multi-generational families to develop unique strategies of wealth transfer. I serve small business owners and create strategies for business succession, asset growth and tax mitigation. I enjoy working with clients – no matter their current situation – who like to dream and are willing to roll up their sleeves to do the work needed for long-term success.

Outside of my role with Edward Jones, I serve the community as a board executive with the Chamber of Commerce. In my free time, I enjoy photography traveling and, most importantly, spending time with my husband, children, family and friends.