Sharon M Theall, President
Sharon Theall is the founder and President of Strategic Management Advisors, LLC (SMA). She consults with an elite group of independent financial services firms across the country on building and growing their business. Her clients are the owners and executives of successful life insurance, benefits and securities practices, including the wealth transfer, executive and employee benefits and retirement sectors.
Sharon serves as a business coach and virtual partner, primarily responsible for leading highly entrepreneurial management teams to articulate and refine their strategic direction, implement key projects and monitor the impact of the finished result. She has advanced strategies to achieve substantial revenue growth, improve operational effectiveness, and has negotiated joint ventures combining the resources of Insurance, Banking and Investments. Since founding SMA in 1997, Sharon has led the strategic development and creation of a fee-based insurance consulting firm; launched a registered investment advisory; overseen the corporate acquisition of a private asset management company; and been the key catalyst in a host of other high-level projects. In 1999 she served as acting president of the Hemisphere Producer Group, managing its negotiated acquisition by National Financial Partners. Previously, Ms. Theall served as Vice President of Corporate Resources for the joint venture of a National COLI firm, and BancBoston Executive Benefits, LLC. (Now Bank of America). She joined the industry in 1988 to lead the operations of an independent insurance, estate and wealth management firm.
She has presented at many industry venues including, The Forum 400, Partners Financial, Highland Capital, The New York Life Nautilus Group and John Hancock Partners leadership conferences. Sharon is a member of the Financial Planning Association and the Society of Professional Consultants, and is the driving force behind SMA’s vision of Creating Intentional Success™.