As an Executive Planning Consultant, Sara partners with executives to help them achieve their goals by providing holistic wealth planning and benefits optimization strategies.
Prior to joining Fidelity, Sara worked as a Wealth Planner at Brown Brothers Harriman & Co. where she crafted personalized wealth transfer strategies and education for clients and their families. In her various other roles, she has counseled clients in financial planning, trust administration, and investment management capacities. Although Sara started her career in Corporate Finance at QVC, Inc. she quickly realized her calling in working with clients and has not looked back since.
Sara received her B.S in Finance from Drexel University where she graduated magna cum laude. She is a CERTIFIED FINANCIAL PLANNER ™ professional and holds the Certified Trust and Fiduciary Advisor designation.