Sharon Malone, Associate Director, Davy
Sharon is an Associate Director of Davy Private Client, responsible for advising and coaching clients by understanding their financial concerns, needs and objectives. Sharon recommends proactive strategies for business owners, corporates, professionals, and families wanting to accumulate and protect their wealth utilising tax efficiencies and investment solutions. Sharon is experienced with guiding clients through transactions and with identifying both potential threats and opportunity.
She is a graduate of University of Limerick where she studied Business – Accounting & Finance. Sharon is a Certified Financial Planner (CFP®), Specialist Investment Advisor (SIA), Qualified Financial Advisor (QFA), Registered Stockbroker and Trader.
Sharon is a the Founder of Soul Travel Agency and she is also a Personal Trainer and Fitness Instructor.