Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Morrison is a financial advisor with over 30 years of experience in the financial services industry. Sharon is a Certified Financial Planner and holds a Series 2 license. Sharon currently works for both Captrust and TruNorth Wealth Partners, where she provides financial advice to individuals, families, and businesses. Sharon focuses on financial planning, investment management, and retirement planning. Sharon is also an active member of the Episcopal Diocese of Northern California where she is the Chair of the Investment Committee under the Board of Trustees.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/01/2025 - Present
Captrust (FOLSOM CA)
BC
Issued 09/18/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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