Sara began her career in the financial services industry in 1992 with Rauscher Pierce Refsnes in Dallas with a focus on regulatory oversight and compliance. She then moved to Principal Financial Securities for five years, continuing her work in the private client group compliance department. Her next years were spent at Capital Institutional Services Inc. where she worked for the institutional director of sales from 1999-2006. In 2006 she took a break from the industry to raise her three daughters only to join Raymond James in June of 2017 and become a valuable member of the Crocker Prince & Blackford Group later that year.
As a Sr. Registered Client Service Associate, Sara draws on her decades of financial industry experience to meet the services of the team’s diverse client base. Her specialties include trading and order entry, account opening and maintenance and client account operations. She also serves as a vital conduit between the team members in the areas of practice management, marketing, client onboarding and client review and reporting.
Born in Odessa, TX, Sara now lives in Richardson TX with her husband and youngest daughter. She is a member of the Shoreline City Church in Dallas, TX. She enjoys spending time with her three daughters and three grandchildren, playing pickleball and walks with her friends.