Sharon Aviles
I’m Sharon Aviles. I help empower your financial journey through personalized expertise and proven solutions designed for long-term success.
My Services:
Investment Advisory
Retirement Planning
Tax Optimization
Portfolio Management
About Me
Sharon Aviles
Trusted Financial Advisor
13Sharon Aviles is a dedicated financial advisor with over 13 years of experience helping individuals and families grow and protect their wealth. With deep industry insight and a client-first mindset, she’s worked with top financial institutions, earning multiple certifications. I am passionate about crafting personalized strategies that bring confidence, clarity, and measurable results to every financial journey.
Your Trusted and Reliable Investment Advisor and Broker
Sharon Aviles is passionate about Coaching Traders and passive investors on the nuances, mental outlook, and principles that professional traders use daily to generate massive trading profits!
Sharon is registered with MERILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and started her career in finance in 2021. Sharon has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.
I’m committed to your success and the enhancement of your life. With a wealth of experience and a deep understanding of your unique aspirations, I will work to help you achieve your financial goals and live your best life. It all begins with a meaningful conversation centered around your dreams and aspirations. Together, we’ll chart a path to financial prosperity tailored specifically to you!
With Sharon Aviles...
We are committed to providing comprehensive services that cover all aspects of your investments—from consulting and investment management to trade execution. By focusing on the needs and challenges of my clients, I ensure that every transaction is transparent and free from fraud. With a team of highly qualified professionals, we deliver excellence in every investment, guaranteeing clients’ peace of mind and guaranteed returns.
We don’t stop with financial freedom. That is a worthy goal on its own, but we believe that freedom and prosperity make for the happiest lives and best retirements. Together, we can help you to make sound financial decisions that will grow and preserve your wealth so that you can leave a legacy to last for generations. Your children and grandchildren can enjoy a better lifestyle…forever!
What's My Mission?
To partner with clients in long-term, trusted relationships, always putting their best interests above my own. To inspire my clients to achieve financial peace of mind through my experience, communication, and service, which exceeds their expectations and gives clients the freedom to pursue their finances.
What's My Vision?
My vision is to be your most trusted advisor through my professional knowledge, our integrity, and our personalized service.
My Core Values
Upholding the highest standards of honesty and transparency in all dealings.
Being accountable for our actions and the outcomes of our services.
Striving for the highest quality in every service we provide.
Ensuring our clients can depend on us for accurate and timely services.
Putting our clients’ needs and interests at the heart of everything we do.
Understanding and addressing the unique challenges faced by our clients.
Some Stats
Sharon Aviles
Proven Financial Expertise
With a deep understanding of financial markets and regulations, I provide tailored solutions to help you navigate complex financial landscapes.
0
Disclosure
13
Years of Experience
2
Firms
55 States Licenses
1 FINRA Registrations
EDWARD JONES (CRD#:250)
Since 2/20/2019
6+ yrs
EDWARD JONES (CRD#:250)
Since 6/7/2001
24+ yrs
Exams & Licenses
Verified and licensed in 52 states
I have passed 0 principal/Supervisory exams, 2 General Industry/Product Exams, and 2 State Securities Law Exams.
My 4 Pillars of Trading Success
Becoming a trader can’t be improvised. It takes a lot of time, hard work and money to lose. The cycle to becoming a winner in your trading takes several years. Winning on one or more trades is something everyone can do, but winning in the long run is the real challenge
Professional traders have different strategies to win the market. A trading strategy is your preferences while trading the market or instrument, such as how frequently and how long or short-term to trade.
In my view, this is the most important element. You may have the best strategy in the world, but if you can’t minimise your risk of losing your positions, you could end up losing most of your trading capital before you hit a profit.
Psychology in trading is managing your emotions. These emotions depend on your personality and especially on your relationship with money. This component is very difficult to tame for the simple reason that you need discipline to manage your emotions..
Measuring the echoes, refining strategies, and ensuring continued resonance, results won’t come without executing my strategies on your portfolio.
Professional traders have different strategies to win the market. A trading strategy is your preferences while trading the market or instrument, such as how frequently and how long or short-term to trade.
In my view, this is the most important element. You may have the best strategy in the world, but if you can’t minimize your risk of losing your positions, you could end up losing most of your trading capital befor you hit a profit.
Psychology in trading is managing your emotions. These emotions depend on your personality and especially on your relationship with money. This component is very difficult to tame for the simple reason that you need decipline to manage your emotions..
Measuring the echoes, refining strategies, and ensuring continued resonance, results won’t come without executing my strategies on your portfolio.
My Trading Methods
My processes are simple and effective, her process spans through three stages which makes it transparent and worry-free.
What My Clients Say
Join My large clientele to add your voice today!
Experience the trusted service that keeps professionals coming back. From personalized insights to proven results, your satisfaction is my priority. Join my large clientele and leave your valued comment today.
Join My large clientele to add your voice today!
Experience the trusted service that keeps professionals coming back. From personalized insights to proven results, your satisfaction is my priority. Join my large clientele and leave your valued comment today.
Thanks to Valerie, my portfolio grew faster than I expected. The insights are always on point!
Aaron Rivera
Working with Valerie transformed our financial outlook — reliable, insightful, and results-driven.
David Patel
Jane's strategic advice helped me secure stable returns while minimizing risk.
Eleanor Chong
Frequently asked question
I know you have a question. I’ve answered some frequently asked questions here. Feel free to ask me anything.
My team and I set out to empower millions of people across the globe by upgrading them to a more open, efficient, and inclusive financial system, to do that, we built a platform to enable us trade and make good profit for our clients, which fulfils their financial need.
My trainings and guidance are valuable for both novice investors and seasoned professional traders.
Absolutely, my methods and guides can make a tangible difference in your investment journey, driving success and growth.
Hear from My Clients
My Clients have amazing things to say…