Sharon Gates has been a driving force behind Ty Robinson’s team since 2010, helping shape the client experience, operating systems, and steady growth of the branch for more than 15 years.
Before joining the team, Sharon built her financial services experience through several roles, including time working on Wall Street in New York City. She brought that industry foundation to the branch along with a strong instinct for client service, organization, and execution.
Her impact was quickly recognized. Sharon earned the Senior Branch Office Administrator designation within her first few years and was later placed on the partnership track, becoming a partner with the firm in less than a decade.
The Details Clients Remember
Sharon is an award-winning client retention specialist and has been instrumental in creating the high-touch experience that defines the branch today.
She developed many of the team’s foundational operating procedures, including client onboarding, appointment scheduling, follow-up workflows, and branch task management. She also created the team’s “Surprise and Delight” gifting program, designed to make client relationships feel personal long after the paperwork is complete.
That combination of thoughtful service and disciplined follow-through has made Sharon a trusted presence for clients and colleagues alike. Over the years, she has also played an important role in uncovering and securing tens of millions of dollars in assets under care, contributing meaningfully to the branch’s continued growth.
Building the Systems Behind the Growth
Sharon’s influence extends well beyond her own branch. A longtime Branch Office Administrator mentor and trainer, she has helped develop new client support professionals while serving in multiple regional leadership roles.
She currently serves as the Business Optimization CST Leader, helping identify stronger processes, share best practices, and improve operational efficiency across branch teams.
Her work has contributed to numerous branch achievement awards over the years, including the Ted Jones Entrepreneurial Achievement Award, Edward D. Jones Sr. Founders Achievement Award, Ed Armstrong Achievement Award, Jim McKenzie Achievement Award, and Client Service Excellence Award.
In 2024, Sharon was also selected to attend the Ignite Conference, a recognition reserved for high-performing client support professionals who play a meaningful role in driving branch and firm success.
A Career Built on Care and Consistency
For Sharon, great service comes down to making people feel known, welcomed, and taken care of. Her professionalism and attention to detail are matched by a genuine interest in the people behind each account, conversation, and financial decision.
Sharon has lived in Hamilton, New Jersey, since 1987 and is the proud mother of two adult children, Michele and Brad. Outside of the office, she enjoys rock concerts, reading, walking, exploring local breweries and wineries, and spending time with family and friends.
A passionate animal lover, Sharon volunteers at a local pet shelter and shares her home with her dog, Luna, and two cats, Bandit and Kona. She is also an avid Peloton rider and regularly ranks among the top performers in her class sessions.