Sharon Oberlander
Sharon Oberlander is a Managing Director and Wealth Management Advisor with the Oberlander Timmerwilke Group at Merrill Lynch Wealth Management. With 47 years of experience, she has guided high-net-worth individuals and families in transforming financial goals into reality. Oberlander and her team specialize in retirement planning, asset protection, and legacy planning, helping clients build confidence in crafting strategies for a secure future and meaningful generational impact. A dedicated mentor to women entrepreneurs and executives, she also represents Merrill Lynch as a speaker and media contributor on personal finance trends and wealth management strategies. Recognized consistently as an industry leader by Forbes and Barron’s, Oberlander combines her corporate expertise with active engagement in the Chicago community through leadership roles in various philanthropic and civic institutions.
Sharon Oberlander Professional Experience / Academic History
Professional Experience
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Managing Director, Wealth Management Advisor
Academic History
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Bachelor of Arts
Under Sharon Oberlander’s leadership, her team has been recognized by Forbes as one of the best in Illinois and among the top women advisors nationwide.
She serves on the team’s investment committee, leveraging firm research to help clients achieve their financial goals.
Oberlander leads client education initiatives, including monthly Webex sessions featuring guest experts on key topics such as lifecycle events and investment strategies.
She specializes in retirement planning, wealth management, asset preservation, portfolio allocation, and legacy planning.
Oberlander is regularly featured in leading publications, including Barron’s, the Chicago Tribune, CLTV, Chicago Magazine, and American Banker.
RECOGNITIONS
2019 Barron's Hall of Fame
2014-2025 Barron's Top 1,200 Financial Advisors
2012-2025 Barron's Top 100 Women Financial Advisors
2017-2025 Forbes America's Top Wealth Advisors
2018-2025 Forbes Best-in-State Wealth Advisors
2018-2025 Forbes Top Women Wealth Advisors Best-in-State
2018-2025 Forbes America's Top Women Advisors
2020 Financial Times Top 400 Advisers
COMMUNITY INVOLVEMENT