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Ziad H
Series 63, Series 65
St. Petersburg, FL
Sharp Financial
Ziad Hassan Mohammed is a financial advisor at Sharp Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CapFinancial Securities, LLC and Raymond James Financial Services, Inc. since 2015. Sharp Financial is a seven-advisor team managing approximately $502 million for a diverse client base including individuals, high-net-worth clients, trusts, estates, and family offices. The firm employs a tactical, risk-based investment process utilizing internal research and third-party quantitative tools to make dynamic asset allocation decisions, maintaining a long-term orientation with the flexibility to respond quickly to market changes.
Kelly P
Series 63, Series 65
St. Petersburg, FL
Sharp Financial
Kelly Pickering is a financial advisor with Sharp Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her career includes roles at J. Alden Associates, CapFinancial Partners LLC, and Raymond James Financial Services. She is part of a seven-advisor team at Sharp Financial. Sharp Financial serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, other registered investment advisers, and family offices, managing approximately $502 million across eight offices. The firm employs a tactical, risk-based investment process that integrates internal research and third-party quantitative tools to guide dynamic asset allocation and portfolio management.
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