Sharlene L. BolleClient Services Associate

    FUN FACT ABOUT ME: I have my motorcycle license and used to have a Harley Davidson!

    Sharlene joined Vahanian & Associates in March of 2023 as a Client Services Associate bringing over 20 years of financial services experience to the team. Sharlene supports our efforts to deliver professional and caring guidance to our clients on a coordinated basis. She holds her Series 6 and 63 securities licenses as well as her New York State Life, Accident and Health Insurance licenses.

    Prior to joining our team, Sharlene was a Registered Assistant for three years with Sunmark Credit Union and LPL Financial. Some of Sharlene’s previous roles include head teller, branch manager, registered assistant, electronic business consultant, client services and operations specialist. Her vast experience has provided a wide lens perspective and knowledge base that complements our personally tailored client focused approach.

    Sharlene lives by the following words: “Don’t stop until you are proud.” She brings positivity, professionalism, a dedication to excellence and problem solving skills that are well matched for our team, and she is likely the first person you hear from when calling into our office!

    Sharlene is married and lives in the Upstate New York countryside of Pattersonville with her husband, two sons and dog Max. In her free time, she enjoys camping and traveling with her family, and attending BMX competitions where her husband and teenage sons compete!

    Check the background of this firm and investment professional on FINRA’s BrokerCheck.