Sarah Boston began her financial services career as a Marketing Intern at Raymond James while finishing her Business degree from Indiana University Kelley School of Business. That experience sparked an interest for helping clients build financial security and led to a Sales Assistant position with a female advisor, who continues to be a mentor to Sarah after fifteen years. Her career path includes advisory and management positions with a large group retirement plan provider, but Sarah's passion for financial planning and desire to work with individual clients led to her rejoining Raymond James in 2013 as a Branch Manager and Financial Advisor.
With a focus on financial planning, Sarah works with clients of all ages to help them achieve financial independence. Her areas of specialty include income planning for retirees, wealth transitions through divorce, small business owners and generational wealth planning. She holds regular client education workshops and was a featured speaker for the Women Advisors Forum 2014 NYC conference.
Currently residing in Indianapolis, Sarah and JJ, her husband of 14 years, are small business owners and parents to two boys. An avid gardener, she grows a large variety of vegetables, greens, herbs and strawberries and is an advocate of providing food security through the local/urban farm movement.