Sharon Littell

Client Service Associate

Philosophy

This industry is driven by client service.  Clients entrust us with their future by asking us to help them reach their financial goals.  We earn that trust every day by listening to their concerns and giving the best advice and service.  I enjoy being that friendly voice on the phone or friendly face when clients come into our office, the one who greets them with a smile.  My goal each day is to help our clients by quickly answering any question or resolving any issue to their highest satisfaction.

What drives me

Helping clients work towards their retirement and then seeing them enjoy and flourish during this new part of their life.  Miller’s long term relationships with clients allows us to be part of every stage of their lives.

Best financial advice ever received

Start saving at a young age.  Compound interest is the best strategy to wealth accumulation.

Personality in three words

Nurturing, loyal, sincere

If I weren’t doing this I’d be…

Working as a banker, which also brings together my love for helping other people and my understanding of the financial industry.

Avocations

Time spent with my four young grandchildren is precious to me and always brings a smile to my face.  My husband and I are in the process of renovating our Kirkland home of 36 years and turning it into our dream home.

Why Miller Advisors

The Miller Advisor team works together to offer solutions to clients and empower them to live their best life.  I am very delighted to be a part of this collaborative team and look forward to many years serving you, our clients.

Background

I joined the team at Miller Advisors in 2019 with almost 10 years of experience in the financial investing industry, focusing on customer service and operations with a variety of firms.  My background however, also includes operations, marketing and compliance.  At Miller Advisors I bridge the gap between Raymond James and Miller Advisors  and clients.  With a strong desire to be the go-to person for all client operational needs.  I have acquired my FINRA Series 65 License and Life, Health and Disability Insurance License and I have also maintained my Public Notary License since 2010.