Sharon Oberlander

Sharon Oberlander

Formal First Name

Sharon Oberlander is Managing Director and Wealth Management Advisor of The Oberlander Group at Merrill Private Wealth Management. With over 40 years of experience in the financial services industry, she and her team has helped successful individuals and families build confidence in their ability to craft strategies for a comfortable retirement, safeguard their well-earned assets and shape a meaningful legacy for future generations. She specializes in retirement strategies, wealth management, asset preservation and allocation, and legacy planning. Oberlander has been featured and recognized regularly as an industry leader by national publications. She is a long-time mentor to women entrepreneurs and executives, and is a speaker and media representative for Merrill on current trends and topics in personal finance. Oberlander appears in Barron's, Chicago Tribune, CLTV, Chicago Magazine, American Banker and many more. She actively plays a role in the Chicago community through her involvement in various institutions.

Professional Experience

Academic History


  • Oberlander serves on the team's investment committee, which evaluates firm research to help the team's clients pursue their objectives.

  • She also spearheads client education initiatives, including monthly Webex calls where she invites guest experts to speak.

  • She helps set the tone for the team by delivering exceptional service, with the goal of bringing greater efficiency to clients’ financial lives.

  • She served three years on Merrill Lynch's Advisory Council to Management and served on the Merrill Lynch Trust Company Non-Profit Council in 2008.




  • Forbes America's Top 250 Wealth Advisors, 2017–2023

  • Forbes Best-in-State Wealth Advisors, 2018–2023

  • Forbes Top Women Wealth Advisors, 2018–2023

  • Barron's Hall of Fame, 2019

  • Barron's Top 1,200 Financial Advisors, 2009–2023

  • Barron's Top 100 Women Financial Advisors 2006–2023

  • Financial Times Top 400 Financial Advisors, 2020

  • Registered Rep's Top 50 Women Wirehouse Advisors, 2010–2015