Sharon L. Clifton

Sharon L. Clifton

Vice-President, Operations Manager

Sharon Clifton, Vice President, Compliance Administrator and Operations Manager brings more than 25 years of experience in the financial services industry to RZ Wealth which has in excess of $200 million in assets under advisement for a diverse and multi-generational client base. As Vice President of RZ Wealth, Sharon manages the day-to-day operations supporting the RZ Wealth staff and clients and their individualized wealth management strategies. She joined the company in 2000, and is a critical member of the team, as well as a trusted client liaison.

Prior to RZ Wealth, Sharon worked with the Rosenzweig Team at UBS PaineWebber ranking in the top 2 percent of the firm. In her career, Sharon also held various management positions for PNC, a Regional Bank in Delaware County. She began her securities career after more than 10 years of banking experience, assisting Irv Rosenzweig where he had ranked number 1 or 2 in the company for over a decade. A graduate of the American Institute of Banking, Sharon also held the Series 7 and 66 licenses as well as the Series 24 license, which is the General Securities Principal needed to manage branch activities.

Sharon’s area’s of expertise include: Compliance, Human Resources, Insurance and Risk Management in her support of RZ Wealth.