Associate Wealth Advisor
Sharell is an Associate Wealth Advisor in the Boston office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Sharell graduated from Caldwell University in New Jersey with a bachelor’s degree in Business Administration and was also part of the Caldwell Women’s Basketball program. She is currently in her last semester at Southern New Hampshire University finishing her master’s degree in Business Management with a concentration in Accounting. Outside of work, Sharell enjoys recreational activities and spending time with family, friends, and her dog.