Sharon K. Toston

AS MICHAEL NELSON’S PRACTICE MANAGER AT WADDELL & REED, I STRIVE TO:

• Provide excellent customer service
• Be timely in response to your phone calls and emails
• Always give you accurate information

Sharon Toston is a practice manager for Michael Nelson who is a financial advisor with Waddell & Reed in their personal branch office in Clearwater, Florida. She is a licensed Life & Health agent in the State of Florida, owned her own successful professional organizing business for eight years, and has spent most of her corporate career in the account management and service related ancillary product industry. She recently sat and successfully passed the SIE and Series 7 exam to further her knowledge of the industry.

While working with her clients in her previous business, and networking with other business owners, Sharon realized that many people including herself needed guidance and organization when it came to their own finances. She discovered that many people did not know where to start, or who to trust. She is passionate about keeping Mike’s practice organized and running efficiently as well as knowing that she is helping get his client’s finances organized and on the right track to accomplish their goals.

In addition to being Mike’s assistant, Sharon is a mother of two adult children who live locally, and the grandmother of three adorable little girls. Her passions include world travel, outdoor activities such as camping, hiking and kayaking and indoor activities such as craft projects and cooking. She currently resides in Palm Harbor, Florida.

_{Sharon acts as a registered associated person of LPL Financial  She is authorized to assist Advisors with  approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisor(s) she supports.}