Troy Sharpe is a Wealth & Investment Planner who helps clients create personalized financial strategies built around their goals, priorities, and changing needs. His work centers on portfolio strategy, long-term planning, and developing strong, lasting relationships with the individuals and families he serves.
He began his career in financial services in 2019 at U.S. Bancorp Investments, where he earned his registrations and advanced into a Registered Wealth Management Associate role. In 2022, he joined Wells Fargo Advisors, where he later served as a Senior Registered Client Associate. That experience provided him with a strong understanding of both client service and the operational side of the business, which supports his ability to help drive efficient, detail-oriented processes at Davis Wealth Advisors.
Troy graduated from the University of Wisconsin – La Crosse with a degree in Finance. He holds the Series 7 & 66 registrations, as well as long-term care and insurance licenses.
Away from the office, you’ll likely find him on the golf course, out fishing, or enjoying time at the beach. He values time with family and friends and lives in Kinston, North Carolina, with his girlfriend, Hallie, and their dog, Ryland.
