Sharon Abbey

Wealth Advisor


Sharon Abbey is a Wealth Advisor and the Branch Manager of the Breckenridge, Colorado office. She provides brokerage and investment management services along with insurance solutions. In addition, she serves as the Insurance and Options Principal of the firm. She has over 20 years of experience in the financial services industry. She specializes in providing high-level service and strengthening client relationships. In 1997, Sharon earned her associate degree in Accounting from the Fox Valley Technical College in Appleton, Wisconsin. She then moved to Colorado, where she started working in the financial planning business. She later furthered her education by completing the Registered Paraplanner designation and obtaining the FINRA series 6, 7, 66, 24, 4 and the Life and Health Insurance licenses. Sharon married her best friend and they have two boys that are both on the ski team. Her family spends most their time in the snowy Rocky Mountains. They enjoy the outdoors of Colorado, skiing, hiking, running, and camping. She also spends time in the classroom of her children to be involved in their education and life experiences. FINRA’s BrokerCheck | 2B Supplement


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