Sharon L. CliftonSenior Client Liaison
Sharon brings more than 25 years of experience in the financial services industry to Diversified Lifelong Advisors. Sharon manages the day-to-day operations supporting the Diversified staff and clients and their individualized wealth management strategies. She joined the company in 2020, and is a critical member of the team, as well as a trusted client liaison.
Prior to Diversified, Sharon worked with the RZ Wealth and the Rosenzweig Team. In her career, Sharon also held various management positions for a Regional Bank. She began her securities career after more than 10 years of banking experience and currently holds a PA Insurance License.
Sharon’s areas of expertise include: Compliance, Human Resources, Insurance and Risk Management in her support of Diversified.
Spending time outdoors and with family is a priority. Reading and travel are two of her favorite things.