Sharon J. Phelan, CFP®
Sharon Phelan, CFP®1 serves as the Relationship Manager at Ropes Wealth, and is responsible for ensuring a high level of client service for all clients of the firm. 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. For the prior ten years, Sharon worked at Morgan Stanley Smith Barney 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.
She 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.
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.