Sara has more than 18 years of experience in the securities industry, and holds her Series 7 and 63 licenses. She started her career at Prudential Securities in 2004 before transferring to Raymond James in 2007. Sara is a first point of contact and handles many needs including trading, account questions, money movements, address updates, setting appointments, investment research, gifting, and other day to day functions of the business. Sara loves spending time with her husband Tyler on their houseboat on the Muskegon River.
Sara J. Baldini Senior Registered Client Service Associate