Sara is often the first person our clients interact with, whether by answering and routing calls on our main line or welcoming visitors warmly. She efficiently manages the office by depositing incoming checks and handling mail. Sara also supports the team by processing money movement requests, performing account maintenance, fulfilling documentation requests, handling paperwork for alternative investments, and running daily reports. Her meticulous attention to detail ensures that each request is promptly taken care of and followed up on, making her an invaluable asset to our team.
Sara joined us in 2024 from the Raymond James branch in her hometown of Atlanta, where she worked as a Client Service Associate for two years. She holds a Series 7 license and is currently working toward her Series 66 certification.
Sara graduated from Georgia State University with a degree in Journalism and Mass Communication. In her free time, she enjoys playing tennis, practicing yoga, trying new restaurants, and reading fictional thriller books.