Sharon L. McNeill
Sharon L McNeill
Senior Client Services Advocate and Scheduling Team Leader
Meet Sharon McNeill, a Senior Client Services Advocate and Scheduling Team Leader at Financial Voyages, with nearly 8 years of experience in the financial industry. Before joining Financial Voyages, Sharon honed her skills in the healthcare and behavioral health field, serving as an office manager for a high-level outpatient mental health and co-occurring disorders organization.
In her current role, Sharon leads the scheduling team and oversees scheduling for clients and their advisors. She expertly triages incoming calls, ensuring that clients’ concerns are directed to the appropriate team members while supporting the overall needs of the office.
Sharon specializes in client-centered care and professional collaboration, emphasizing a high standard of care within her team. She finds immense satisfaction in quickly and accurately addressing client concerns, creating a fantastic first impression for prospective clients, and building lasting relationships with those she has assisted over the years. Her compassion and expertise make a significant impact on every interaction.
Outside of the office!
Outside of work, Sharon enjoys a fulfilling family life with her husband, Joe, and their five children and two grandchildren, along with a variety of dogs and cats. They cherish trips to their home in Brigantine, NJ, where they love to give their pets the ultimate beach experience. Sharon and her family are actively involved in their church. Most weekends, they can be found tackling DIY home projects, whether in Pennsylvania or down the shore.
A fun fact about Sharon is that she loves to see the surprise on people’s faces when she mentions how many furry companions her family has. Guided by her personal motto, “Do all things to the glory of God and not to man,” Sharon brings a spirit of dedication and faith to everything she does.
