Meet Our Team

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Louise Sharp, CLTC, AIF®
Financial Advisor, Wealth Management Strategies

Direct: (978) 762-5678

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About Louise

Louise’s goal is to make the financially planning process fun for her clients.  She believes each person’s journey is unique, and she strives to provide a sense of relief and confidence that will inspire her clients to pursue their true joys in life.  She prides herself in helping to simplify seemingly complicated situations, and loves building lasting, trusting relationships.

Growing up in Newark, Delaware, Louise was a painfully shy child, hating any kind of attention, and talking only when necessary.  It wasn’t until going away to the University of Vermont that she spread her wings and opened her world to new adventures and people. After graduating UVM with a degree in Mathematics, she pursued a career in the high-tech industry.   It was at Honeywell Bull Information Systems that she met her husband, Bob.  They have been blessed with not only Bob’s three daughters, but an amazing daughter together, Sara.  Louise’s love of numbers eventually served her well as a financial advisor.  For almost 30 years, Louise has served in the financial services industry, successfully navigating decades of economic, political, and cultural changes. 

Louise lives with her husband Bob in Swampscott, MA.  She loves the ocean and is known for daily 4-mile walks whenever possible.  She is passionate about giving back, and has held advisory positions with several charities, including Haven Project, Care Dimensions, Dana Farber Cancer Institute, as well as doing pro bono financial coaching.  She is currently serving on the board of Palmarito Sea Turtle Rescue.

A key part of Louise’s philosophy is to keep humor front and center.  She believes that the ability to laugh improves almost every situation in life, even the most challenging. 

Louise is also known as
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Beachcomber

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