Alan W. Sharpe
Senior Vice President, Investments
In 1983 Mr. Sharpe joined State Street Bank trading short term money market investments for large mutual funds.
Alan joined Brown Brothers Harriman in 1986 executing foreign currency transactions to back up large international mutual fund buys and sells.
Alan transitioned to Merrill Lynch in 1990. At Merrill he put his extensive institutional experience to work as a financial planning advisor for individual clients. By 1994 Mr. Sharpe was overseeing over $70 million in client assets.
For more than three decades now Alan has served affluent individuals and entities. During that time clients, friends, and associates have shared highly effective business and investment strategies with Mr. Sharpe he now actively utilizes to benefit clients.
A well-known lecturer on institutional money management and retirement asset preservation Alan has counseled hundreds of retirees and pre-retirees over the years on strategies designed to optimize growth and make their money last.
Mr. Sharpe brings over thirty-five years industry experience with the expertise needed to re-focus your investments and help deliver those results critical to you and your family's future.
Alan provides the global assistance and advice needed to optimize the protection, enhancement, and growth of your assets on the path to attaining your best financial future.
