Shardea has been in the financial services industry since 2008. Graduating during the Great Recession, Shardea was determined to follow her passion. Her experience in banking, investment management and insurance prepared her for her role with Greenwood Wealth Management. Her focus is on developing strategies and providing advice for individuals, their families and their businesses. She helps clients develop their short- and long- term financial objectives and adjust their strategy, as the inevitable changes in life occur.
Using her financial planning expertise, Shardea helps individuals and families grow, maintain and strategically leave a legacy. She is passionate about her work and brings that zeal to developing and maintaining strong client relationships. A clear understanding of each client's unique financial situation and objectives is at the core of Shardea's disciplined advisory process. Shardea believes in meeting her clients where they are financially from recent college graduates to pre-retirees.
Shardea is a CERTIFIED FINANCIAL PLANNER™ certificant, holds Series 7, 65 and 63 FINRA registrations along with Health Life and Accident Insurance licenses. She is a graduate of Florida A&M University with a bachelor’s degree in Business Administration with a concentration in Finance.
Shardea has served on the Board of The Community Foundation for Financial Literacy and Demanding Artistic Excellence, Theater Company.
Originally from Detroit, Michigan, Shardea lives with her husband, Clinton Ages in Atlanta, Georgia where they are active in their community.