As a team we are invested in the financial future of each of our clients and are committed to helping our clients lead the lives that they envision.
To help achieve valuable results for our clients, we are innovative and creative in our planning and investment process, challenging the conventional methodologies used by many advisors and planners. Our clients benefit from our team approach, which allows our individual team members to focus on the areas where they have the most skill and passion, while working together to provide a consistent level of service and support.
Responsible for the overall vision, direction and marketing of Scharf Group, meeting with clients and prospective clients, and strategizing with the Scharf Group team to help clients accomplish their financial goals and objectives...
Responsible for streamlining the flow of information between our clients and our Broker Dealer and other vendors...
Responsible for client service and overall operational management.
Responsible for development, implementation and maintenance of investment portfolios, strategic planning with and for clients and prospective clients. Investment Team leader...
Responsible for overseeing office, data entry and special events…as assigned.
Build relationships with potential clients and inform them of the many valuable services we provide to help them reach their goals. Promote Scharf Group through the use of public relations, creative services, advertising, social media...
Responsible for securities analysis, portfolio management, retirement planning.
Responsible for assisting with all aspects of daily activities including, but not limited to, client service, vendor relationships, coordinating meetings, office maintenance, maintaining schedules and contact database.
Responsible for providing comprehensive financial planning in the areas of tax, retirement, insurance, investment, business and estate planning. Monitor and review these plans to help ensure that our clients reach their goals and...
Responsible for integrating and managing technology platforms into the business. Point-of-contact for technology related questions for team and clients...
