Sara Stanich, CFP®, CDFA™
Certified Financial Planner™
Sara’s personal career with corporations and entrepreneurial companies, together with her experience in wealth management, gives her a great understanding of the mindset and concerns of her clients.
Before joining Raymond James in February 2009, she worked with corporate executives and business owners to build and manage their investments as a financial advisor in the Wealth Management Group of Merrill Lynch.
Sara draws upon her diverse business experience to gain a greater understanding of her clients’ financial needs and issues. She served in advertising and marketing capacities for 12 years with companies ranging from start-ups to the Fortune 500.
Sara earned both an MBA and Bachelor of Arts from New York University. Her professional designations include Certified Financial Planner™ practitioner, Certified Divorce Financial Analyst (CDFA™) and Chartered Retirement Planning CounselorSM (CRPC®). She holds the Series 7 and Series 66 securities licenses, as well as life, accident and health insurance licenses. She is also a member of the Financial Planning Association and the Institute for Divorce Financial Analysts™.
Sara is originally from a small town near Pittsburgh, Pennsylvania. She currently lives in Brooklyn Heights with her husband Robert and son Robbie. They also own a home in Montauk, New York, and spend time there throughout the year.