Shareef Jarbawi
Associate Financial Advisor
MEET WITH SHAREEF! Choose a Suncoast Credit Union service center below to make a virtual or in-person appointment. |
ABOUT
With over 6 years of experience in financial services, I have guided individuals, families, and business owners to build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap.
QUALIFICATIONS
- Relationship Banker II with JPMorgan Chase & Co.(2021-2022)
- Financial Service Associate with First Republic Bank (2020-2021)
- Holds FINRA Series: 7, 6, 66, 63, securities licenses with LPL Financial
- Holds Florida Life & Health Insurance Licenses
EDUCATION
Graduated from Marist College with a Business Administration and Management degree earned.
PERSONAL
I like spending my free time traveling, working out, and hanging out with my friends and family. I really enjoy MMA, fishing and clay shooting. Throughout my journey, I realized that I genuinely enjoy supporting people in their financial well-being. It's incredibly gratifying to see others succeed and know that I played a part in their journey.