Sara has been committed to delivering the highest level of service to our clients as a fully registered associate since joining the Columbia, SC branch of Raymond James in January 2018. A graduate of the University of South Carolina’s Darla Moore School of Business, Sara has held several roles in the financial services industry, both in New York and South Carolina. She plays a key role in ensuring our office runs smoothly and manages a wide range of operational and administrative duties. Sara enjoys developing relationships with the individuals and families we serve, providing timely and attentive service to address their needs.
Sara holds Series 7, 9, 10 and 63 registrations and was chosen as the Raymond James Branch Associate of the Year for 2020.
The Branch Associate of the Year Award is given to just one Raymond James & Associates branch employee who consistently demonstrates the Service 1st pledge in working with clients, home office personnel and other branch associates. To be considered for this award, a nonsupervisory RJ&A branch support associate must have been employed with Raymond James for at least one year, must be in good standing with the firm (not on disciplinary action/probation), and could not have won the award in the past five years. This award is an internal award that is part of the Raymond James Branch Associate Recognition Program. This may not be representative of any one client's experience, it's not an endorsement, and is not indicative of future performance. No fee was paid in exchange for this award/rating.