Sharon Oberlander

Advisor at Merrill

Updated today
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Firm

Merrill

Location

Sarasota, FL

Credentials

Series 63, Series 65

Industry experience

47 years

About

Sharon Oberlander is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides goals-based wealth management services focused on retirement accumulation and income planning, philanthropic and legacy goal execution, and wealth-based risk management. Sharon is a member of the Oberlander Timmerwilke Group, where she helps clients prioritize objectives with a disciplined, transparent approach tailored to support their lifestyles, retirement income needs, and legacy aspirations.

Sharon holds a Bachelor's Degree from the University of Manitoba and has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is bilingual in French and English. Her expertise encompasses areas such as family wealth management strategies, socially responsible investing, and corporate executive services. She also participates on the team’s investment committee and leads client education initiatives to engage clients on key financial and investment topics.

Outside of her professional role, Sharon is involved in multiple community and cultural organizations. She serves on the boards of the Lyric Opera of Chicago and the Digestive Health Foundation, co-chairs the Museum of Contemporary Art Chicago’s ENACT Committee, and is a member of the International Women’s Forum. Additionally, she supports Women’s Leadership as a sponsor for the Executives’ Club of Chicago and mentors young professionals at Merrill. Sharon lives in Chicago with her husband and has two adult children.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy ESG / Sustainable investing

Demographic focus

Women Professionals Women's Finance Young Professionals

Location

Sarasota, FL

Most active in

Florida · Illinois · Texas

Work history

Bank Of America, N.a.

2009 - Present (17 years)

Merrill

1978 - Present (48 years)

Disclosures

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Business activities & affiliations

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