Cfp Sharon Phelan Email & Phone Number | Sharon Phelan, CFP serves as the Business Planning Director of Ropes Wealth Advisors, and focuses on innovative services and strategic initiatives that support the Ropes Wealth team as we strive to deliver an integrated client experience. Sharon possesses considerable organizational abilities and applies these talents to drive key elements of our technology platform, including researching and implementing new technology enhancements in an effort to continually improve the accuracy and efficiency of our operations and client servicing. Sharon is also a member of the Business Oversight Committee of Ropes Wealth. Sharon also plays a key role in many of the firm’s long-standing client relationships, seeking to to deliver an exceptional, thoughtful client experience. On this front, she leverages her client-family relationship building skills, financial and retirement planning experience, and dedicated, ethical counsel to the investment and financial planning efforts of Ropes Wealth. Sharon joined Ropes & Gray LLP in 2011, where she worked as a trust client service assistant and then as a financial paraplanner. For the prior ten years, Sharon worked at Morgan Stanley and Merrill Lynch with some of the industry's largest financial advising teams, gaining extensive knowledge in investments, portfolio management, and personal, high-touch client servicing. Sharon earned a BA from the University of North Carolina at Greensboro. Sharon is a CERTIFIED FINANCIAL PLANNER professional, a member of the Financial Planning Association of Massachusetts, and earned her certificate in Financial Planning from Boston University's Center for Professional Education. She is a dedicated volunteer for the organization Boston CASA (Court Appointed Special Advocates) for foster children in the Greater Boston area.

Cfp Sharon Phelan

Sharon Phelan, CFP serves as the Business Planning Director of Ropes Wealth Advisors, and focuses on...
Boston, Massachusetts, United States

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Cfp Sharon Phelan’s Email sharon.phelan@ropesgray.com

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Cfp Sharon Phelan’s Location Boston, Massachusetts, United States

Cfp Sharon Phelan’s Current Industry Ropes Wealth Advisors

Cfp Sharon Phelan’s Prior Industry Ropes And Gray | Morgan Stanley Smith Barney | Morgan Stanley And Co Inc Transition Management Services | Morgan Stanley

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Work Experience

Ropes Wealth Advisors

Business Planning Director | Certified Financial Planner™

2015-01-01 00:00:00 - Present

Ropes And Gray

Relationship Manager, Certified Financial Planner™

2011-12-01 00:00:00 - 2015-01-01 00:00:00

Morgan Stanley Smith Barney

Senior Registered Client Service Associate

2005-02-01 00:00:00 - 2011-11-01 00:00:00

Morgan Stanley And Co Inc Transition Management Services

Field Transition Specialist

2007-06-01 00:00:00 - 2008-07-01 00:00:00

Morgan Stanley

Complex Administrative Assistant

2006-02-01 00:00:00 - 2007-06-01 00:00:00

Skills

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Languages

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FAQ About Cfp Sharon Phelan

Cfp Sharon Phelan is located at
Boston, Massachusetts, United States

Cfp Sharon Phelan is a Sharon Phelan, CFP serves as the Business Planning Director of Ropes Wealth Advisors, and focuses on innovative services and strategic initiatives that support the Ropes Wealth team as we strive to deliver an integrated client experience. Sharon possesses considerable organizational abilities and applies these talents to drive key elements of our technology platform, including researching and implementing new technology enhancements in an effort to continually improve the accuracy and efficiency of our operations and client servicing. Sharon is also a member of the Business Oversight Committee of Ropes Wealth. Sharon also plays a key role in many of the firm’s long-standing client relationships, seeking to to deliver an exceptional, thoughtful client experience. On this front, she leverages her client-family relationship building skills, financial and retirement planning experience, and dedicated, ethical counsel to the investment and financial planning efforts of Ropes Wealth. Sharon joined Ropes & Gray LLP in 2011, where she worked as a trust client service assistant and then as a financial paraplanner. For the prior ten years, Sharon worked at Morgan Stanley and Merrill Lynch with some of the industry's largest financial advising teams, gaining extensive knowledge in investments, portfolio management, and personal, high-touch client servicing. Sharon earned a BA from the University of North Carolina at Greensboro. Sharon is a CERTIFIED FINANCIAL PLANNER professional, a member of the Financial Planning Association of Massachusetts, and earned her certificate in Financial Planning from Boston University's Center for Professional Education. She is a dedicated volunteer for the organization Boston CASA (Court Appointed Special Advocates) for foster children in the Greater Boston area.

Cfp Sharon Phelan currently works in the Ropes Wealth Advisors |

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Cfp Sharon Phelan has prior
experience in the following industries:
Ropes And Gray | Morgan Stanley Smith Barney | Morgan Stanley And Co Inc Transition Management Services | Morgan Stanley

Cfp Sharon Phelan has the following professional experience:
Ropes Wealth Advisors | Ropes And Gray | Morgan Stanley Smith Barney | Morgan Stanley And Co Inc Transition Management Services | Morgan Stanley