Managing Partner/Wealth Advisor
Sharon grew up in the Lake Highlands area of Dallas and now lives in a high rise in East Preston Hollow. She’s been in the Financial Services business for 20+ years. She developed her love for finance and the investment industry from her father, Sledge Killion, CLU, who is still in the business after 56 years. Sharon and Sledge are close and talk daily about what’s going on in the financial markets. The bond they share is special and helps drive Sharon today in her drive to take care of her clients.
Sharon received her Chartered Financial Consultant (ChFC) designation in 2004 from The American College of Financial Services in Bryn Mawr Pennsylvania. The ChFC is an intense eight course program with proctored exams covering investments, retirement planning, taxes, insurance and advanced financial planning. The program took Sharon three years to complete while working at the same time. Sharon loved the courses because she loves working with her clients to build solid yet flexible financial and retirement plans that help them prepare for life-changing events and help ensure a secure retirement.
Recognizing an urgent demand for expertise in structuring effective retirement income plans, Sharon earned the Retirement Income Certified Professional Designation (RICP) in 2017. This designation has enabled her to provide tremendous value by delivering smart strategies for creating sustainable income for her clients in retirement.
You can see that Sharon NEVER stops learning. 😊 She has a Bachelor of Arts degree from UT Dallas and a Master’s degree from SMU. She holds the Series 6 and 63 licenses and is an Investment Advisor Representative. She also has a Group I Insurance License and Variable Contract License with the State of Texas.
Sharon enjoys hiking, reading, the Arts, live music and traveling to exotic places — she’s been to Egypt three times and even lived in South Africa on the Indian Ocean for over six years! She’s looking forward to hiking in Petra, Jordan and Masada in Israel this year. She’s very blessed to have a wonderful father who is still alive and very healthy as well as many fantastic friends and clients—many who are both! She enjoys life and you’ll find her at SMU events rooting for the SMU Ponies whenever possible. Pony Up!