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Alan W. Sharpe

Alan W. Sharpe

Financial Professional

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.

Alan has served affluent individuals and entities for over 33 years.

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 was recently recognized on a national level and awarded the Five Star Wealth Manager recognition for both 2023 and 2024. The award was recognized with featured announcements in the Wall Street Journal, Forbes, and Boston Magazine.

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 financial 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.