Sam Sharps

Sam Sharps

Sam Sharps is a dedicated and motivated Paraplanner at Alison Wealth Management, where he plays a key role in supporting clients and advisors through planning, operations, client service, and investment management. Based in Charleston, South Carolina, Sam brings enthusiasm and a genuine desire to help clients feel informed and confident about their financial future.

Education & Experience

Before joining Alison Wealth Management, Sam spent two years as a Client Service Associate at Sequoia Financial Group, an RIA firm, where he developed strong skills in client relations, operations, and portfolio support. He graduated from Bridgewater College in Virginia with a degree in Business Administration in 2023 and currently holds his SIE license.

Sam’s strengths lie in his ability to provide exceptional operational support and assist advisors in delivering seamless client experiences. As he continues to grow within the firm, Sam is expanding his expertise in investment management to further help clients achieve their financial goals. He plans to pursue his Series 65 license and ultimately earn his CERTIFIED FINANCIAL PLANNER™ designation to become a wealth advisor.

Get to Know Sam

Driven by his passion for helping others, Sam finds fulfillment in guiding clients through the often complex and emotional world of money. He believes that education is key to trust — ensuring that clients understand each step of the process so they can remain confident, even during uncertain market conditions.

Outside of work, Sam enjoys staying active through running and working out, spending time on the golf course, and taking his corgi to the beach near his home in Charleston.