Sharlene Bolle
Senior Account Services Associate

Sharlene is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding new client relationships, database management, and client service. Sharlene has over two decades of comprehensive client service experience in diverse business sectors. Prior to joining Beacon Pointe, Sharlene worked for five years in wealth management with LPL Financial, and later for Vahanian & Associates, a small independent RIA located in Saratoga Springs, NY. Sharlene holds her FINRA Series 6 & 63 licenses as well as the NYS Life, Accident & Health Insurance license. In her free time, Sharlene can often be found supporting her two teenage boys at their various sporting events or milestones, camping, reading, and spending time with family and friends.