Alan Sharpe

Senior Vice President - Investments

111 Devonshire Street
Boston, Massachusetts 02109
Phone: 617-314-0214
Toll Free: (800) 426-0501
Fax: 617-830-0899


Mr. Sharpe began his career in financial services industry in 1983 at State Street Bank in Quincy, MA.

In 1986, Alan joined Brown Brothers Harriman and worked executing foreign currency transaction in support for large international mutual fund companies. Mr. Sharpe then put his extensive institutional experience to work as a financial advisor, beginning his career at Merrill Lynch in 1990.

Alan has served affluent individuals, corporations and municipalities for over 26 years. Specializing in the areas of retirement planning and asset preservation, Alan has counseled hundreds of retirees and pre-retirees over the years on strategies designed to optimize growth and make their money work for them in their golden years.

With over thirty-three years total experience, Mr. Sharpe can offer the expertise you need to help you achieve your financial goals. 


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Alan Sharpe