Shara Wells in

Shara Wells

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Field Vice President, Account Services at Coventry
📍 Fairfax County, Virginia, United States

Shara Wells is a Field Vice President of Account Services at Coventry, leveraging a deep background in the financial services industry from roles at NAILBA and Finsec. She specializes in retirement planning and client engagement strategies, and holds a Bachelor of Science from George Mason University.

Shara is a passionate advocate for financial security, particularly for women in the field. She actively engages in policy discussions, taking part in events on Capitol Hill to meet with lawmakers and ensure the voices of financial professionals are heard and represented in legislation.

She recently lobbied on Capitol Hill as part of the NAIFA Women’s Financial Security Advocate Fly-In.

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Experience
17 Years
Current Role
Field Vice President, Account Services
Job Level
Senior
Location
Fairfax County, Virginia, United States
Personality Overview

How Shara shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Shara cares about

Life Settlements
She frequently discusses how life settlements can be integrated into conversations about retirement, liquidity, and changing client needs.
Financial Advocacy
Actively participates in advocacy by meeting with lawmakers and congressional staff on Capitol Hill to discuss financial security.
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Career

Work history

1-2026
Field Vice President, Account Services
Coventry
9-2022 - 11-2025
AVP, Meetings and Events
Finseca
8-2018 - 1-2026
Sr. Director, Meetings, Exhibit Operations & Project Management
NAILBA
6-2016 - 10-2017
Customer Service Associate
Morgan Stanley
6-2015 - 6-2016
Complex Manager Assistant
Morgan Stanley
In the press

Media appearances

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Education
2002 - 2006
Bachelor of Science (B.S.)
George Mason University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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