Sharon Fall, CFP®, Vice President

Vice President
Sandy Spring Wealth Management
LPL Financial Advisor

Phone: 800-399-5919 ext. 6372
Fax: 301-260-3698
email: sfall@sandyspringwm.com

Sharon serves clients in Clarksville, Odenton, and Millersville.

"My focus is to advise my clients on current and future financial concerns while educating them about all their options. I strive to provide value by building long-term relationships with my clients, and by taking a personalized approach to managing their assets."

Areas of Focus

  • Wealth Accumulation and Preservation
  • Retirement Strategies
  • Corporate Investment Strategies
  • Long-Term Care and Insurance Planning

Background, Education & Credentials

  • Licensed Investment Professional since 1997
  • Executive Certificate in Financial Planning from Georgetown University, Georgetown, DC
  • Maryland Life & Health Insurance Licenses
  • Series 7 General Securities Registration*
  • Series 63 State Law Registration*
  • Series 66 Uniform Combined State Law Registration*




*Registrations held through LPL Financial.

Community Involvement

  • Greenridge Baptist Church Youthworker and Finance CommitteeMember
  • Rebuilding Together Volunteer
  • SPCA
  • Queen Annes County Hospice

 

Sandy Spring Wealth Management

*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*

Securities, advisory services, and insurance products are offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth Management are not registered broker/dealers and not affiliated with LPL Financial.
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This site is designed for U.S. Residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

 

 

 

 

 

 

 

 

 

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