Jeff Sharman is a seasoned Senior Financial Advisor with over 32 years of experience in the financial industry. He holds a degree in Economics from the University at Buffalo and has built a successful career through various roles, including stockbroker and branch manager at Olde Discount Corp, and branch-based financial advisor at Chase Investment Services. Jeff transitioned to an independent advisor with Raymond James and now continues his journey at LPL, maintaining his commitment to integrity and client-first service.
Jeff’s approach to financial advising is deeply personal. He takes the time to understand each client’s unique goals and financial situation, creating comprehensive long-term plans that cover investment, insurance, estate, and tax planning. His clients value him completely, knowing that he will always prioritize their best interests and provide collaborative guidance for their financial future.
Growing up in Upstate New York, Jeff spent much of his childhood at his family’s golf course in Geneva. He is married to Mary, with whom he has been for over 30 years, and they have three children: Lucas (27), Teddy (25), and Lindsey (23). A big sports fan, Jeff supports the Buffalo Bills and Sabres and enjoys playing the guitar and golf in his free time.