Sharon Morrison’s passion is solving financial problems. She pulls from her 36 years of industry experience to find thoughtful, creative, and effective ways to help clients manage and grow their assets.
Working from her Sacramento office, she works with clients on the West Coast and across the country providing wealth planning and investment advice to individuals, families, corporations, and private foundation boards. She understands the unique complexities that exist with substantial wealth accumulation.
Sharon prides herself on being available to her clients whenever they need her. Whether they’re seeking help in making a swift decision based on market activity or to wanting to simply chat about potential long-term plans, Sharon is ready to help.
She believes in staying relevant of her field brings value to her clients. A life-long learner, Sharon shares her knowledge as an expert speaker to large and small groups. She is also an effective presenter to donors and potential donors for foundations and nonprofit organizations.
Before serving at TruNorth, Sharon worked as an Operations and Trading Manager for a small private broker/dealer in Seattle before becoming an Operations Manager in the U.S. Bank Trust Department in Sacramento.
A voracious reader, Sharon’s favorite authors are Madeleine L’Engle, J.R.R. Tolkien and C.S. Lewis. She also loves gourmet cooking, theater (including directing plays), history, spectator sports like football, hockey and baseball, and traveling to historic destinations such as Scotland and Ireland.
Education and Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
- Accredited Investment Fiduciary®
- Seattle Pacific University
- Treasurer and Past President, Board of Directors, Child Advocates El Dorado
- Past President, Western Pension & Benefits Conference, Sacramento Chapter
- Member, Advisory Board of Directors, Taproot Theatre Company