Employees

Sharon Mort

Portfolio Management Supervisor

Sharon joined CPS Investment Advisors in 2007.

As an administrative assistant, she establishes new accounts, handles address and name changes, quarterly billing and reporting, transfer of assets, investment policy statement changes, and terminations.

Before joining CPS, Sharon worked as a 911 operator/dispatcher at the Lakeland Police Department for 18 years. She is a life-long resident of Lakeland, where she lives with her two children.

“True happiness lies within you.¬† Smile often – happiness is contagious!”