Sharon Wall

OFFICE MANAGER

Sharon manages the daily operations of the company, which includes the portfolio management system, client billing, client reporting, general accounting and reporting.  Sharon also plays an integral role assisting DFM’s Chief Compliance Officer in all aspects of the compliance program.  Having joined DFM in 2001, Sharon values the multi-decade relationships she has with the firm’s clients, while also contributing to positive long-term change and growth at the company.

Sharon has over 40 years of experience in corporate management and administration, and received her Associates Degree in Administrative Assistance from Lasell College.  Sharon grew up in Norwell and lives in Rockland with her husband.

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Contact Us

Please call Calvin Place at (781) 792-0440 to request an introductory meeting or you may submit an inquiry below.