Sharon Zimmerly serves as Director of Client Support at Jackson Wealth Management and plays a central role in delivering the firm’s disciplined, organized, and highly personal client experience. Known for her consistency and attention to detail, Sharon helps ensure clients feel supported, informed, and confident at every stage of their relationship with the firm.
Sharon’s professional foundation is rooted in both analytical training and real-world financial experience. She earned a degree in Mathematics with a minor in Business Administration from Ohio Northern University and began her career at Huntington National Bank, where she spent more than twelve years building deep operational expertise and a strong reputation for reliability and service.
Since joining Jackson Wealth Management in 2021, Sharon has been instrumental in coordinating client relationships, overseeing account administration, and maintaining the clarity and organization clients value—particularly during periods of transition or complexity. She holds Series 6, Series 7, and Series 66 securities registrations, along with an Ohio Life and Health license.
Sharon’s approach reflects the firm’s broader philosophy: thoughtful planning, clear communication, and proactive support creating confidence over time. Clients often appreciate her responsiveness and steady presence, knowing details are handled carefully and follow-through is never in question.
Outside the office, Sharon and her husband, Phil, are deeply connected to their community. After meeting in college, they went on to own and operate the Bluffton coffeehouse, Common Grounds—an experience that reinforced the importance of relationships and personal connection. They welcomed their daughter, Nora, in 2020 and share their home with their Labrador, Sulley, and their new Golden Retriever puppy, Ozzey, following the recent loss of their beloved lab, Marley.
Sharon enjoys time with family and friends, working on projects at home, and being on the water. She brings the same care, consistency, and commitment she values personally to every client interaction—helping ensure the Jackson Wealth Management experience is seamless, thoughtful, and trustworthy.