Sharon Oberlander
Sharon Oberlander is Managing Director and Wealth Management Advisor of The Oberlander Group at Merrill Private Wealth Management. With over 40 years of experience in the financial services industry, she and her team has helped successful individuals and families build confidence in their ability to craft strategies for a comfortable retirement, safeguard their well-earned assets and shape a meaningful legacy for future generations. She specializes in retirement strategies, wealth management, asset preservation and allocation, and legacy planning. Oberlander has been featured and recognized regularly as an industry leader by national publications. She is a long-time mentor to women entrepreneurs and executives, and is a speaker and media representative for Merrill on current trends and topics in personal finance. Oberlander appears in Barron's, Chicago Tribune, CLTV, Chicago Magazine, American Banker and many more. She actively plays a role in the Chicago community through her involvement in various institutions.
Sharon Oberlander Professional Experience / Academic History
Professional Experience
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Managing Director, Wealth Management Advisor
Academic History
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Bachelor of Arts
Oberlander serves on the team's investment committee, which evaluates firm research to help the team's clients pursue their objectives.
She also spearheads client education initiatives, including monthly Webex calls where she invites guest experts to speak.
She helps set the tone for the team by delivering exceptional service, with the goal of bringing greater efficiency to clients’ financial lives.
She served three years on Merrill Lynch's Advisory Council to Management and served on the Merrill Lynch Trust Company Non-Profit Council in 2008.
THE OBERLANDER GROUP
The team has been recognized by Forbes as one of the best in the state of Illinois and one of the top women advisors in the country.
The team manages assets and focuses on retirement planning, wealth management, asset protection and wealth transfer.
CERTIFICATIONS
Certified Plan Fiduciary Advisor, NAPA
Retirement Accredited Financial Advisor, Merrill Lynch
Personal Investment Advisor, Merrill Lynch
RECOGNITIONS
Forbes America's Top 250 Wealth Advisors, 2017–2023
Forbes Best-in-State Wealth Advisors, 2018–2023
Forbes Top Women Wealth Advisors, 2018–2023
Barron's Hall of Fame, 2019
Barron's Top 1,200 Financial Advisors, 2009–2023
Barron's Top 100 Women Financial Advisors 2006–2023
Financial Times Top 400 Financial Advisors, 2020
Registered Rep's Top 50 Women Wirehouse Advisors, 2010–2015
INVOLVEMENT