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Shari R
Series 63, Series 65
Mt Pleasant, SC
GWA Wealth
Shari Rash is a financial advisor with GWA Wealth in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at Cambridge Investment Research Advisor, Inc., Northern Lights Distributors, LLC, and CLS Investments, LLC. Outside of her advisory work, Rash is involved in financial education through her ownership of Money Chic, LLC, where she serves as an author, educator, podcaster, and speaker, and also volunteers as treasurer for the Cario Middle School PTSO. GWA Wealth is an independent, state-registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning, discretionary portfolio management, retirement income management, and oversight of other advisers, using a globally diversified ETF-based approach within a long-term, discretionary management framework.
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