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  • OSJ@wealthplanfinancial.com

Sharon Bennett

  2. Sharon Bennett

Sharon Bennett

Marketing & Client Services Director, WealthPlan Financial Group
Life, Health, Medicare Supplement Representative

Sharon serves as the Marketing & Client Services Director for WealthPlan.  She provides marketing and ancillary support to our financial advisors and representatives.  She is a graduate of the University of North Carolina at Charlotte and brings over 18 years of experience working in financial services, sales, business management, customer care, and marketing.

She holds a Life & Health license, a Medicare Supplement License, a Family Service Counselor License in the Mortuary Services industry, and she is a Certified Marketing Professional.

Sharon finds joy in providing charitable services and funding for various programs and has received numerous awards due to her dedication, passion and commitment to the service of others.  She resides in North Carolina and enjoys spending time with her family and jogging with her Yorkie, Luke.

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

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