About Élan Wealth Management
At Élan, we realized how complex financial and estate planning, investment management and insurance planning can be, and we also realize that many times firms overlook the emotional needs that exist in developing and executing these types of plans. Our vision is to take the planning and implementation process a step further, providing holistic wealth management. The goal of this approach is to not only develop the financial/estate/investment/insurance plans, but also to make sure those plans are created, maintained, and delivered in such a way to ensure our clients’ emotional perceptions and needs are met, along with the financial needs themselves. We pride ourselves on integrity, customization, exceptional service, compassion, and although we are very serious about what we do, we also want to develop relationships with clients such that we can have some fun along the way as well!
Who we are
Sharon Elliott specializes in the design, implementation and monitoring of financial strategies including financial, estate, retirement, insurance and investment planning for high net worth clients. Sharon has over 30 years of experience in the trust and investment industry. She graduated from Appalachian State University Summa Cum Laude with a Bachelor of Science in Business Administration and Finance. She has also graduated from the Southeastern Trust School and Cannon Trust School. Sharon holds the Certified Financial Planner (CFP®) designation and the Certified Trust and Financial Advisor (CTFA) designation, along with her Series 66, Life/Health and Long-term Care licenses. Sharon was named UVEST Financial Representative of the Year, a national award, in 2004. She was also highlighted in Bank Investment Consultant Magazine in December 2004, a national publication, as one of the Top 25 managers. She opened her own firm, Elan Wealth Management, LLC, in 2007. Prior to her new firm, she spent the previous 5 years with Gateway Investments, Inc., with responsibilities including new business development and management of investment, endowment, trust, and retirement portfolios. Prior to that she worked for almost 10 years with Centura Trust, as regional manager responsible for new and existing trust business in her territory as well as working with non-trust clients through Centura Securities.
Laja Rowell is a Washington DC native who relocated to the outer banks in 2004. He is a former financial advisor for UBS PaineWebber Financial Services. The majority of his career has focused on operations in the hospitality industry, having managed private and corporate concepts in several different states. Laja shares Elan Wealth Managements passion for customer service and is an avid outdoorsman.