Shari Kinney

Shari brings over 33 years of experience, passion, and positivity to Advisor Transition Services, where she plays a pivotal role in ensuring seamless transitions for financial advisors. With a career deeply rooted in the financial services industry, Shari has honed her expertise across client service, account management, and operational support, making her an invaluable asset to the team. 

Shari has a deep understanding of the financial services landscape, as she obtained her series 7 and 66 licenses, which are currently on hold. In her current role, she assists financial advisors during every stage of their transition, drawing on her extensive knowledge to provide personalized guidance and exceptional service. Her dedication to ensuring a smooth, stress-free experience is matched only by her unwavering commitment to client success. 

Originally from Chicago, Shari now resides in North Carolina with her family. In her free time, she enjoys traveling, spending time with friends and family, and cherishing the memories created along the way.