GoldBook Financial Welcomes Sharon Perhac as Managing Director for Wealth Management
GoldBook Financial, one of the prominent names in financial services, has made an exciting announcement with the appointment of Sharon Perhac in the role of Managing Director for Wealth Management. This strategic hire is aimed at enhancing the company's ability to meet the needs of high net worth (HNW) clients by leveraging Sharon's extensive expertise in the field.
Sharon Perhac comes to GoldBook with over three decades of leadership experience in wealth management. Her remarkable skill set encompasses a diverse array of investment solutions, including financial planning, estate planning, advisory programs, protection strategies, and alternative investments. This wealth of knowledge positions her as a trusted partner who will work closely with GoldBook's advisors to assist clients in managing, preserving, and transferring their wealth effectively.
According to Victor Goldman, the CEO of GoldBook Financial, the company is thrilled to have Sharon join the team. "Her extensive experience on Wall Street will serve as an invaluable resource for our advisors and clients," he stated. This sentiment underscores the company's commitment to enhancing their offerings and ensuring that their clients receive top-notch guidance and support.
Before her role at GoldBook, Sharon led the HNW Wealth Strategist Team at MassMutual, where she supported financial advisors in catering to their high net worth and ultra-high net worth clients. She boasts a substantial background, having spent over 12 years at Merrill Lynch, where she focused on leveraging firm resources to foster professional growth among financial advisors and ensure client satisfaction. Her tenure at Morgan Stanley saw her lead critical initiatives, including the launch of the firm's financial planning platform and fee-based brokerage account, which significantly transformed operations and client service in the company.
Sharon began her professional journey as a financial advisor with Smith Barney on Wall Street, which provided her with a solid foundation that she has built upon over the years. Her career trajectory showcases her dedication and resilience in the fast-evolving world of finance, and her insights are expected to drive GoldBook's wealth management strategies forward.
GoldBook Financial operates as a community partner focusing on preserving clients' financial futures. The firm is recognized as a leader in the industry, with a mission to nurture lasting relationships with clients. Their team comprises industry professionals who are committed to acting as trusted financial advocates for their clients.
With offices situated in Scottsdale, AZ, as well as La Jolla and Costa Mesa in California, GoldBook Financial is well-positioned to serve an extensive range of clients. This new appointment is part of their ongoing strategy to bolster their capabilities in wealth management, ensuring that clients receive personalized advice and solutions tailored to their specific needs.
In conclusion, Sharon Perhac’s addition to GoldBook Financial is a significant step towards reinforcing the firm’s commitment to providing exceptional wealth management services. As the financial landscape continues to evolve, Sharon’s leadership and vision will undoubtedly play a critical role in advancing GoldBook's mission to be a trusted partner for their clients' financial journeys. By bridging her extensive knowledge with the firm's dedicated approach, GoldBook aims to empower clients to navigate their wealth with confidence and clarity.
Sharon Perhac comes to GoldBook with over three decades of leadership experience in wealth management. Her remarkable skill set encompasses a diverse array of investment solutions, including financial planning, estate planning, advisory programs, protection strategies, and alternative investments. This wealth of knowledge positions her as a trusted partner who will work closely with GoldBook's advisors to assist clients in managing, preserving, and transferring their wealth effectively.
According to Victor Goldman, the CEO of GoldBook Financial, the company is thrilled to have Sharon join the team. "Her extensive experience on Wall Street will serve as an invaluable resource for our advisors and clients," he stated. This sentiment underscores the company's commitment to enhancing their offerings and ensuring that their clients receive top-notch guidance and support.
Before her role at GoldBook, Sharon led the HNW Wealth Strategist Team at MassMutual, where she supported financial advisors in catering to their high net worth and ultra-high net worth clients. She boasts a substantial background, having spent over 12 years at Merrill Lynch, where she focused on leveraging firm resources to foster professional growth among financial advisors and ensure client satisfaction. Her tenure at Morgan Stanley saw her lead critical initiatives, including the launch of the firm's financial planning platform and fee-based brokerage account, which significantly transformed operations and client service in the company.
Sharon began her professional journey as a financial advisor with Smith Barney on Wall Street, which provided her with a solid foundation that she has built upon over the years. Her career trajectory showcases her dedication and resilience in the fast-evolving world of finance, and her insights are expected to drive GoldBook's wealth management strategies forward.
GoldBook Financial operates as a community partner focusing on preserving clients' financial futures. The firm is recognized as a leader in the industry, with a mission to nurture lasting relationships with clients. Their team comprises industry professionals who are committed to acting as trusted financial advocates for their clients.
With offices situated in Scottsdale, AZ, as well as La Jolla and Costa Mesa in California, GoldBook Financial is well-positioned to serve an extensive range of clients. This new appointment is part of their ongoing strategy to bolster their capabilities in wealth management, ensuring that clients receive personalized advice and solutions tailored to their specific needs.
In conclusion, Sharon Perhac’s addition to GoldBook Financial is a significant step towards reinforcing the firm’s commitment to providing exceptional wealth management services. As the financial landscape continues to evolve, Sharon’s leadership and vision will undoubtedly play a critical role in advancing GoldBook's mission to be a trusted partner for their clients' financial journeys. By bridging her extensive knowledge with the firm's dedicated approach, GoldBook aims to empower clients to navigate their wealth with confidence and clarity.
Topics Financial Services & Investing）
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