Sharon J. Phelan, CFP®
Business Planning Director
Sharon Phelan, CFP®1 serves as the Business Planning Director of Ropes Wealth, and focuses on innovative services and strategic initiatives that support the Ropes Wealth team as we strive to deliver an integrated client experience. Sharon possesses considerable organizational abilities and applies these talents to drive key elements of our technology platform, including researching and implementing new technology enhancements in an effort to continually improve the accuracy and efficiency of our operations and client servicing. Sharon is also a member of the Business Oversight Committee of Ropes Wealth.
Sharon plays a key role in some of the firm’s long-standing client relationships, seeking to deliver an exceptional, thoughtful client experience. On this front, she leverages her client-family relationship building skills, financial and retirement planning experience, and dedicated, ethical counsel to the investment and financial planning efforts of Ropes Wealth.
Sharon joined Ropes & Gray LLP in 2011, where she worked as a trust client service assistant and then as a financial paraplanner. Prior to that, Sharon worked at Morgan Stanley and Merrill Lynch with some of the industry's largest financial advising teams, gaining extensive knowledge in investments, portfolio management, and personal, high-touch client servicing.
Sharon earned a BA from the University of North Carolina at Greensboro. Sharon is a CERTIFIED FINANCIAL PLANNER™ professional, a member of the Financial Planning Association of Massachusetts, and earned her certificate in Financial Planning from Boston University's Center for Professional Education. She resides in Brookline, spending as much free-time as possible in Maine, and is a dedicated volunteer and supporter of Boston CASA (Court Appointed Special Advocates) for foster children in the Greater Boston area.
1 CERTIFIED FINANCIAL PLANNER ™ (“CFP®”) designation is issued by the Certified Financial Planner Board of Standards, Inc. Candidates must meet the following requirements: (i)A bachelor’s degree (or higher) from an accredited college or university, and (ii) 3 years of full-time personal financial planning experience. To receive the CFP designation candidates must complete a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Financial Analyst (CFA), Ph.D. in business or economics, Doctor of Business Administration , Attorney's License. In addition, all candidates must pass the CFP Certification Examination and complete 30 hours of continuing education every 2 years. More information about the designation is available at https://www.cfp.net.