Sharon L Washburn, CDFA®
Vice President, Wealth Management,
Financial Advisor,
Financial Planning Specialist
Direct:
(972) 450-6679(972) 450-6679
Toll-Free:
(800) 999-1942(800) 999-1942
My Mission Statement
To educate my clients and encourage financial planning in order to create a retirement with dignity and financial security.
Welcome
As your Financial Advisor, my goal is to help you feel less stressed and more confident with your financial life and staying on track to achieve your goals.
I've learned a lot since 1987 when I started my career. I have lived through the 1986 Crash, 1993-94 recession, the Dot.Com bust of 2000, 9/11, the 2008 Financial Crisis and now a worldwide Covid-19 health crisis in 2020. That’s a lot of knowledge to absorb but that is also one advantage of getting older.
It’s essential that we start with a plan to help you organize, consolidate and automate your financial life. I’m here to help you with planned or sudden changes in your life.
I’m a CDFA™ - Certified Divorce Financial Analyst® to better help those who have become suddenly single. I have taken the Collaborative law basic and advanced training which helps me give you a better understanding of the full financial picture and help you navigate these stressful times.
Some of the ways I help clients are by navigating key times in their lives:
Life Events Divorce, Death, Job Loss/Changes
Planning Estate and pre-retirement planning
Education Planning for College and wealth transfers
Sometimes we just need a neutral voice to help guide us through major life decisions. Please reach out to me at 972-450-6679 or Sharon.washburn@morganstanley.com and we can schedule a call or meeting.
I’ve resided in the DFW area since 1978. My Dad was career Army and a West Pointer. My Mom was a teacher and a native Texan so Texas was always our “home” state. I’m an avid music lover and look forward to many concerts and festivals in the near future.
I’m focused on helping improve financial literacy throughout the state of Texas. In addition to being a member of the UT Arlington Financial Literacy Advisory Board, I’ve developed a Financial Literacy program for teens using materials from the Dallas Federal Reserve.
The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
Series 7,63,65,31, General Insurance. NMLS# 1262078
I've learned a lot since 1987 when I started my career. I have lived through the 1986 Crash, 1993-94 recession, the Dot.Com bust of 2000, 9/11, the 2008 Financial Crisis and now a worldwide Covid-19 health crisis in 2020. That’s a lot of knowledge to absorb but that is also one advantage of getting older.
It’s essential that we start with a plan to help you organize, consolidate and automate your financial life. I’m here to help you with planned or sudden changes in your life.
I’m a CDFA™ - Certified Divorce Financial Analyst® to better help those who have become suddenly single. I have taken the Collaborative law basic and advanced training which helps me give you a better understanding of the full financial picture and help you navigate these stressful times.
Some of the ways I help clients are by navigating key times in their lives:
Life Events Divorce, Death, Job Loss/Changes
Planning Estate and pre-retirement planning
Education Planning for College and wealth transfers
Sometimes we just need a neutral voice to help guide us through major life decisions. Please reach out to me at 972-450-6679 or Sharon.washburn@morganstanley.com and we can schedule a call or meeting.
I’ve resided in the DFW area since 1978. My Dad was career Army and a West Pointer. My Mom was a teacher and a native Texan so Texas was always our “home” state. I’m an avid music lover and look forward to many concerts and festivals in the near future.
I’m focused on helping improve financial literacy throughout the state of Texas. In addition to being a member of the UT Arlington Financial Literacy Advisory Board, I’ve developed a Financial Literacy program for teens using materials from the Dallas Federal Reserve.
The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
Series 7,63,65,31, General Insurance. NMLS# 1262078
Securities Agent: NY, TN, WY, VT, IL, LA, GA, MT, NH, WV, WI, WA, VA, UT, TX, SD, SC, RI, PA, OR, OK, OH, NV, NM, NJ, NE, ND, NC, MS, MO, MN, MI, ME, MD, MA, KY, KS, IN, ID, IA, HI, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, PR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1262078
NMLS#: 1262078
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education
- Series 7, 63, 65, 31
- Insurance licensed - Life & Variable
- Certified Divorce Financial Analyst®
- Executive Financial Services - Rule 144 training
- University of Texas at Arlington 1982 - 1986 BBA - Marketing
Experience
• 1993 - Present: Morgan Stanley
• 1989 - 1993: Paine Webber
• 1987 - 1993: JMB
• 1989 - 1993: Paine Webber
• 1987 - 1993: JMB
In the event of separation or divorce, Sharon Washburn can be a much-valued resource. In addition to being a financial planning specialist, Sharon holds the Certified Divorce Financial Analyst CDFA® designation, meaning she’s well-equipped to deal with the complex issues that may arise in an efficient, stress-free manner.
Sharon also offers pre-marital planning. It is important to make sure you have had the financial discussions prior to marriage.
I am well-prepared to help you through any life event, no matter how challenging, with prudent advice and a high level of quality service and support.
The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
Sharon also offers pre-marital planning. It is important to make sure you have had the financial discussions prior to marriage.
I am well-prepared to help you through any life event, no matter how challenging, with prudent advice and a high level of quality service and support.
The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
I help create comprehensive financial plans for investors who would like to:
Reduce unnecessary expenses
Keep more of what they earn
Boost their net worth
Realize clearly defined goals
Pursue long-term financial security
Below is the step-by-step process for creating a financial plan:
Discovery:
During this phase, I conduct a thorough interview with you to gather as much pertinent information as possible about you and your family. I listen intensely, ask plenty of questions and take copious notes. The process is extensive because I want to make sure we cover every facet of your financial life.
Creating Your Strategy:
At this stage, I present your financial plan. I will recommend sound investments and strategies to help you achieve your clearly defined goals, such as saving for college expenses, help securing a comfortable retirement or leaving a legacy. I will gladly answer any questions you may have. I believe the more our clients understand their plan, the more comfortable they will be adhering to it long-term.
Implementing Your Plan:
Once you are completely comfortable with your financial plan, I will implement it and monitor the plan regularly to help ensure it remains on track to your financial goals. I also stay in close contact with you to keep you informed and provide you with the highest level of service and support. As your needs change, we will adjust your plan accordingly.
Growing Our Relationship:
I view the financial planning process as the first step in an ongoing relationship. My goal is to serve you and build a trusting relationship.
Reduce unnecessary expenses
Keep more of what they earn
Boost their net worth
Realize clearly defined goals
Pursue long-term financial security
Below is the step-by-step process for creating a financial plan:
Discovery:
During this phase, I conduct a thorough interview with you to gather as much pertinent information as possible about you and your family. I listen intensely, ask plenty of questions and take copious notes. The process is extensive because I want to make sure we cover every facet of your financial life.
Creating Your Strategy:
At this stage, I present your financial plan. I will recommend sound investments and strategies to help you achieve your clearly defined goals, such as saving for college expenses, help securing a comfortable retirement or leaving a legacy. I will gladly answer any questions you may have. I believe the more our clients understand their plan, the more comfortable they will be adhering to it long-term.
Implementing Your Plan:
Once you are completely comfortable with your financial plan, I will implement it and monitor the plan regularly to help ensure it remains on track to your financial goals. I also stay in close contact with you to keep you informed and provide you with the highest level of service and support. As your needs change, we will adjust your plan accordingly.
Growing Our Relationship:
I view the financial planning process as the first step in an ongoing relationship. My goal is to serve you and build a trusting relationship.
Location
5001 Spring Valley Rd
Ste 900W
Dallas, TX 75244
US
Direct:
(972) 450-6679(972) 450-6679
Toll-Free:
(800) 999-1942(800) 999-1942
Fax:
(972) 450-6650(972) 450-6650
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
Article Image
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Sharon L Washburn today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
