Sharon Williams is a graduate of Haverford College with a bachelor’s degree in Psychology and a minor in Economics. Sharon began her career in financial services with Vanguard and shortly after, worked on budget and vendor management at Future Standard. Sharon holds the Series 7 and 63 licenses through LPL Financial and is securities licensed through FINRA in Pennsylvania and New Jersey. At Fortune Financial Planning, Sharon works as a Paraplanner tailoring the client experience, making sure that clients feel supported in their portfolios and have an easy point of contact for their needs.
Born and raised in Philadelphia, Sharon enjoys exploring the city, trying new restaurants, and watching Philadelphia sports. Otherwise, Sharon can be found traveling, spending time with her nieces and nephews, or reading poetry and historical fiction novels.