Sharon Herman AAMS®, CRPC®, ADPA®
Sharon Herman is a financial advisor based in Dunedin, Florida, with more than two decades of experience helping individuals and families pursue their financial goals. Since beginning her career in 2002, she has been recognized for her leadership, client service, and commitment to her community.
In 2024, Sharon received the Executive Level award from Independent Advisor Alliance. She was named Business Person of the Year by the Tampa Bay LGBT Chamber of Commerce in 2016 and also received the Voices of Pride Award from the Tampa Bay Business Journal that same year. In 2014, she was a top-five finalist for the Tampa Bay Business Woman of the Year award in the financial sector, recognizing excellence in customer satisfaction, business practices, and community service. She was also featured in the Tampa Bay Business Journal's Book of Lists in 2013 and 2015.
Outside of the office, Sharon enjoys traveling, reading, and spending time with her family. She serves on the Board of Directors for the Dunedin Chamber of Commerce and participates on the Dunedin Board of Finance advisory committee. Sharon earned a Bachelor of Science from Eastern Michigan University and holds the Accredited Asset Management Specialist℠ (AAMS®), Chartered Retirement Planning Counselor℠ (CRPC®), and Accredited Domestic Partnership Advisor℠ (ADPA®) designations through the College for Financial Planning.