Jared Sharkey
I believe great financial advice starts with understanding what matters most to the people I serve. Every client has unique goals, concerns, and aspirations, and I take the time to listen carefully, ask thoughtful questions, and build meaningful relationships founded on trust. My goal is to simplify complex financial decisions, provide clear guidance, and help clients feel confident about their future.
As a CERTIFIED FINANCIAL PLANNER® professional, I work closely with individuals and families to develop personalized wealth management and retirement strategies tailored to their specific needs. Financial planning is not a one-time event; it is an ongoing process. I continuously review and refine my clients' plans to help them navigate life's changes and stay on track toward achieving their long-term financial goals.
I am also a Certified Plan Fiduciary Advisor (CPFA®) professional, which allows me to provide specialized guidance to employers and retirement plan sponsors. By combining fiduciary best practices with practical experience, I help organizations enhance their retirement plans and support the financial well-being of their employees.
Outside of the office, my greatest joy is spending time with my wife, Catherine, and our three children: a seven-year-old son, a five-year-old daughter, and a newborn son. Being a father has reinforced the importance of planning for the future, building a strong foundation, and helping others gain confidence as they navigate life's milestones. As a family, we enjoy traveling together, exploring new places, and creating lasting memories along the way.
I am also a lifelong athlete and competitive waterskier. Over the years, I have earned three National Championships in the sport in the Trick Skiing division. The discipline, dedication, and perseverance required to compete at the highest level are the same qualities I bring to helping clients pursue their financial goals. Whether on the water or in my practice, I am committed to preparation, consistency, and long-term success.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
