
Sharon Bunker
Portfolio Manager Associate, Client Relationship Manager
Old Port Advisors
United States, Oregon, Portland
About Me
Sharon joined Old Port Advisors in 2016 as a Client Administrator. In her current role as Client Relationship Manager, she works with clients and advisors in the implementation and maintenance of accounts as well as planning and related areas. Sharon has earned the Chartered Retirement Plan Specialist (CRPS®) and Financial Paraplanner Qualified Professional (FPQP®) designations conferred by the College for Financial Planning. She is also a licensed Notary Public. Sharon brings over 20 years of Financial Services experience having held previous positions with Commonwealth Financial Network, NVEST Financial Group and Ameriprise Financial Services. Sharon and her husband, Dewey, reside in Gorha
Profile Information
Portfolio Manager Associate, Client Relationship Manager
Old Port Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Portland
Oregon
United States
May 16, 2024
More profiles to browse
JK
Jake Kenyon
Vice President - Wealth Advisor
JF
Jason Foster
Vice President, Senior Wealth Advisor, Portfolio Manager
RH
Richard Harlow
Vice President, Wealth Advisor, Portfolio Manager
Terry Davies
Vice President - Wealth Advisor - Portfolio Manager
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JB
Joy Bunzel
Client Services
Sierra Investment Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management