We are your financial compass!

CONNECT

Address:

19020 33rd Ave W #480
Lynnwood, WA 98036

Phone:

(425) 774-9053 x 116

Fax/Other:

(425) 744-0659

Shari Jenkins bio

I have been with Waddell & Reed since 1984 and have been recognized as a top advisor, qualifying for the Advisor Medalist program in 2013-2018*. I have continued my education by obtaining the CERTIFIED FINANCIAL PLANNER™ mark. The CFP® mark is awarded by the Certified Financial Planner Board of Standards, Inc. (CFP Board).**  In 2010, 2012, 2014-2016, and 2017.  I was awarded a seat on the Waddell & Reed Presidents Council*, which is made up of the top 12 Waddell & Reed advisors in the country based on an analysis of investment, insurance, and financial planning sales generated by the advisor. The council meets periodically with firm management and other advisors, discussing ongoing goals, management issues, products, and client service issues.

I am a member of MDRT. MDRT is an independent membership association of insurance and financial services professionals. Membership is based on annual sales production requirements and other factors. Shari A. Jenkins, CFP qualified for the MDRT in 2018. For more information regarding membership requirements please visit www.mdrt.org

 

 

I am pleased to work with our team, which strives every day to help our clients pursue their financial goals and to be treated like a part of the family as well.

We have two daughters and 2 grandchildren so far. Life is exciting!

 

*The awards are presented annually by the firm and are based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding the awards and dates received, please contact Shari.

**CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 70,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net. Waddell & Reed is not affilated with the CFP Board.

03/18