Before founding Cheaha Wealth Management with her husband, Vester, Sharon spent more than two decades as a Financial Advisor, working at both Edward Jones and Merrill Lynch. She also spent 10 years at AmSouth Bank as a vice-president and trust compliance officer.
Sharon earned a Bachelor of Science in Finance from the University of Alabama Birmingham in 1990 and received her AAMS™ designation in 2007. The College for Financial Planning awards the AAMS™ designation to individuals who complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
“Relationships are key and, in our view, meeting face-to-face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.”