Sharon L. Smith

After graduating from Wellesley College in 1982, I began my career as a Financial Advisor with Merrill Lynch in Stamford, CT. I relocated to Washington, DC in 1992, received the CERTIFIED FINANCIAL PLANNER® certification in 1997, and joined Wheat First Securities (a predecessor firm of Wells Fargo Advisors) in 1998. I successfully completed the CIMA® (Certified Investment Management Analyst) program at the Wharton School of Business in 2009. I attended the Baron’s Top Female Advisors conference in Palm Beach FL and most recently (2019) the Baron’s Top Teams conference in Las Vegas NV. My entire career has been devoted to helping individuals and their families with the management of their financial lives. I was named Volunteer of the Year for the Mid-Atlantic region of Wells Fargo Advisors by Wells Fargo & Company, and one of the Top Volunteers for the entire Wells Fargo & Company in 2014.

I often work with children and grandchildren of clients, helping the next generation understand financial planning and investment management, as well as the often unseen challenges of managing inherited wealth. I help my clients complete the picture of their lives. A constant focus for me is health and exercise including daily 4 mile walks and Cycle classes at the gym. I love to read and have been a member of a book club for over a decade. I also love to travel. I have traveled extensively including European wine tours, a Safari in South Africa, and climbing Machu Pichu in Peru. I am an active member at my church, National United Methodist, I currently serve on their Board of Trustees, and I am a member of The Metro Players theatre group.

In addition to serving on the Board of Iona Senior Services, I also volunteer by delivering meals to older adults once a month. A large part of my professional clientele is older adults, and I am fortunate to work with a firm that has devoted huge resources to helping identify and protect them against financial abuse. Volunteering with Iona allows me to get involved with an even larger community, beyond my clientele. The programs Iona provides –whether art therapy programs with the Philips or the Take Charge Age Well Academy, are inspiring. I am honored to be a part of such a dedicated organization such as Iona.