Kenneth Sharon
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Kenneth Sharon is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 32 years of experience exclusively with Merrill. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Personal Investment Advisor (PIA) credential. Kenneth began his career in 1990 after earning a Bachelor’s Degree in Business Administration from the Pennsylvania State University System.
Kenneth’s expertise spans a comprehensive range of wealth management services including college education planning, family wealth strategies, liquidity management, retirement planning, philanthropic and socially responsible investing, tax minimization, and supporting women and wealth. He applies a personalized approach that focuses on understanding his clients’ life priorities and tailoring strategies to meet their evolving goals. Kenneth works closely with individuals, families, attorneys, and CPAs seeking to address investment, business planning, and borrowing needs.
Outside his professional role, Kenneth values spending time with his family and engages in various personal interests such as baseball, cooking, gardening, hiking, ice hockey, tennis, and woodworking. He has also been active in youth sports programs and charitable organizations throughout his career.
Bank of America,N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1990 - Present (36 years)
Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.