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Philadelphia Estate Planning Council

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Sara King

Brown Advisory

 

Member profile details

First name
Sara
Last name
King
Suffix/Designations
CTFA
Organization
Brown Advisory
Title
Client Advisor
 

Additional Membership Information

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Primary Discipline
Banking/Trust Administration
Secondary Discipline(s)
  • Investments
Professional Bio
Sara is a Private Client Advisor in the Brown Advisory Delaware Office, where she manages relationships with ultra high-net-worth clients. Before joining Brown Advisory, she worked as a Private Client Coordinator for a national brokerage firm and later as a Client Service Associate for an Institutional Small-Cap Value Strategy Manager. Sara holds the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association and is a graduate of Louisiana State University.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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