Sara has more than 15 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 on her houseboat on the Muskegon River. She is also very involved with the David Warsen Legacy Foundation, where she is the Co-Lead of the Silent Auction for the David Warsen Legacy 5k Run/Hero Walk that takes place in August of every year.
Raymond James is not affiliated with the above organizations and/or charitable causes.