Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Sharon Leigh Alleman, CFP

Senior Vice President–Wealth Management

Financial Advisor

As a Senior Vice President - Wealth Management with UBS since 2011, my strongest asset is the relationships I've established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to your needs. This ensures that I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I am a CERTIFIED FINANCIAL PLANNER™ and Portfolio Manager with my Series 7 and Series 66 licenses as well as my Life and Health Insurance License.  I live in Granby with my husband and son; my daughter, her husband and my grandson live next door. In my spare time I enjoy singing, running, cross country skiing, golfing and we spend time hiking in the Adirondacks.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WV

Recognized as an industry leader:

  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
One State Street
Suite 1600
Hartford, CT 06103
  • (860) 727-4656

Email Me

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

3.3 million

Vulnerable children
reached by the UBS Optimus
Foundation in 20192

2https://www.ubs.com/global/en/ubs-society/philanthropy/optimus-foundation/driving-change.html

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