Hello! - Investor's Resource

Hey there, I'm Shari.

Living part-time in Naples gives me a front-row seat to sunshine, tennis courts, and long walks with my dog Milo. But I’m also here for something deeper: to be of service personally or professionally to those facing change.

I’m real. I listen.

As a financial advisor, I bring decades of experience and passionate energy to the table.

or give me a call at 256-724-6826!

A Little More About Me

I’m a Forbes Awarded wealth manager, and I’m always happy to answer questions or help you map out a plan, without making it overwhelming.

I could have retired years ago, but the truth is, I love what I do. Like many in Naples, I’m here to enjoy a new dimension, whatever that may bring.

I’m looking for authentic friendships and fresh professional relationships. They don’t have to cross, but they might. And chances are, your friends may need someone like me or my team.

Whether it’s great conversation, tennis, a pickleball lesson, writing, or a dog meet-up—I’m in.

And if you’re looking for a trusted financial partner who can shoot you straight and walk beside you—I’m your girl!

I’ve always believed in showing up fully, on the tennis court, in business, and in relationships. I’m passionate about helping people, chasing fresh ideas and strategy, and doing it all with joy.

What I Believe In (and Live By)

At this stage in life, I’m all about meaningful connection, the kind that makes you feel seen, heard, and supported. I also strongly believe that we’re each here for a reason, and part of that is discovering what we’re meant to give back…in a changing world:

58% of women are widowed by age 75 and 76% say they wish they’d been more involved in financial decisions (USB & US Census, 2019).
U.S. women will manage an additional $30 trillion in the next 5 years—and $154 trillion in 15 years. Many aren’t managing those funds today. (USA Today, May 2025).
80% of women say they handle short-term financial decisions, but only 23% feel comfortable leading long-term ones .(World Economic Forum, June 2024).

That’s why we started three versions of Table Talk: to create a space where women can ask questions, gain clarity, and grow relationships.

Welcome to Table Talk!

Pull up a chair—you’re invited to Table Talk.

It’s a casual supper club where good food meets even better conversation.

From December to April, we gather monthly. And during the off-season, we pop up when the mood strikes. Sometimes we meet potluck-style at someone’s home; other times we mix it up with a fun activity or guest speaker.

Got an idea? We’re all ears.

Table Talk is open to friends across Naples and grows as friends bring friends. There’s no cost; just bring a dish and your good energy. You’re invited to join one or more groups.

Come hungry. Leave inspired. We can’t wait to see you at the table!

Table Talk 1: Women Across Naples (Social)
Table Talk 2: Pelican Bay Women’s League members (Social)
Table Talk 3: Lunch Bunch (Financial Education Series)

A big thank-you to the Pelican Bay Women’s League for their interest and enthusiasm! Not a member? You’re still welcome to join as a guest if the host has space—or ask me about other groups forming soon.

Professional Life

You’ll find I bring the same life philosophy into my financial planning approach: structured with room for creative strategy, smart but never stuffy, goal-focused yet always grounded in what matters most to you. My office is located at 5551 Ridgwood Dr. #101 Naples, FL 34108, next door to Artis–Naples – inside the Toni Stabile Education Building.

The personal mindset drives the way I professionally serve clients:

Boutique Financial Planning with Big Firm Power

Beyond the basics in wealth, tax, and estate Strategies
Concierge service from a team with a deep bench
Backed by the strength of Schwab and Fidelity

Advanced Tax and Estate Planning

Educating you on options for old life and long term care insurance policies, real estate swaps, annuities, IRA-RMD’s-QCD’s-Roth conversions
Helping ensure your wealth transitions smoothly to your beneficiaries
Helping improve tax and gifting efficiency with your family and charitable intentions

I Love to Help People

I realized one day that I’ve both personally and professionally (whether I meant to or not) become an expert on navigating Change. And, since we all experience lots of Change throughout life, I wrote a book about what I’ve learned along the way. If you’re facing a divorce, career shift, retirement, death, caring for aging parents, relocating, or any of the other myriad ways that life throws Change at us, then I wrote this with you in mind. Change In My Pocket officially releases on January 27, 2026, from Rebeca Books…but if you click on the button below, you can probably snag an audio, e-book, or early print copy.

Ready When You Are

If you’ve got questions, want to talk through your next steps, or just need a sounding board, I’m here.

Let’s figure it out together.

Shari Moxley and Investor’s Resource did not pay a fee to participate or be considered.

Disclosures
Investor’s Resource, a greater Huntsville Alabama-based financial advisory team, delivers expertise in family planning, including portfolio management, retirement planning, and risk management. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory Services offered by Investment Advisory Representatives of RFG Advisory, LLC., a registered investment advisor. Private Client Services, Investor’s Resource and RFG Advisory are unaffiliated entities.