Sharlet joined Apex Securities and Asset Management after working in property management and prior to that a long history in the financial medical field. She is very experienced in providing excellent customer service. Sharlet is likely the first voice you hear when calling Apex and often the first face you see when visiting the office.
Sharlet can assist with incoming account transfers, wire transfers, account updates, provide cost basis information for your attorney and/or CPA, in addition to general inquiries. She is committed to getting client concerns addressed.