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Sharp Advisors Careers in Charlotte, NC

SHARP ADVISORS
  • Founded

    2011

  • No. of Employees

    1-10 employees

  • Industry

    Finance / Insurance

  • Type

    Privately Held

About SHARP ADVISORS

Retirement planning doesn’t have to be complicated. You know what it took to get you where you are: Hard work, realistic goals, and above all, integrity. Chances are you’ve got a handful of dreams and some idea of where you want to take them. What you need now is someone who can grasp your vision and help chart a course to give it life. Kelly Straub and the SHARP Team know all about dreams. Their vision was to build an investment team made of the same stuff as their clients. Success hinged on independent, professional, market savvy specialists, willing to work with clients from a different approach; Build lifelong relationships centered on making retirement a rewarding journey. No patronizing. No special interests. No voice mails spewing out generic stock information. Just real people who understand that retirement planning isn’t just about numbers – it’s about financial, emotional, and spiritual wealth that will last for the rest of your life. Kelly Straub and the SHARP Team

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