Sarah delivers a high-quality level of administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy an extraordinary client experience.
Sarah also supports the business operations of our team and provides assistance to the financial advisors in monitoring accounts. She holds Series 7, 66, 9, and 10 securities licenses, and life and health insurance license.
Prior to joining Raymond James in July 2021, Sarah was a Registered Client Service Associate at Truist Investment Services. She holds a bachelor’s degree in Hotel, Restaurant, & Tourism Management from the University of South Carolina.
Sarah is originally from Columbia, SC and now lives in Chapin with her husband, Dick, and children, Piper, Arabella, and Declan. When not in the office, Sarah enjoys bowling and spending time with family.
Raymond James is not affiliated with the above organizations.