ABOUT Sharon Ann Meny

Sharon blends deep licensing breadth with a knack for building long-term client trust. Since 2013, she has held a senior role at Equitable Distributors in Charlotte, guiding clients through the evolving landscape of retirement, income planning, and structured products. Her approach is rooted in both technical expertise and a steady, client-first philosophy, ensuring that families feel supported through every market cycle.

Beyond her professional responsibilities, Sharon enjoys managing rental properties alongside her spouse; a subtle reminder that her advisory work reflects a real-life commitment to stability and generational planning. She also values community engagement, often participating in local workshops and financial literacy initiatives, where she brings her approachable style to help others better understand their financial options.

Qualifications

• Dually registered as a Broker
• Industry/Product Exams Passed: 2
• State Securities Law Exams Passed: 1

Specialties

Experience

With over 20 years of experience in financial advising and portfolio management, Sharon has helped hundreds of clients achieve their financial goals through strategic planning and disciplined investment approaches.

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