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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Bennett Palmquist is an Investment Advisor Representative at Sterling Capital Management LLC, where she has been with the firm since April 2020. Sarah is a Series 65 licensed investment advisor representative in North Carolina, Tennessee and Texas. Sarah has been in the investment industry since March 2009. In addition to her role at Sterling Capital Management LLC, Sarah is a member of the advisory board for the University of Tennessee's Women in Leadership program, where she provides feedback and guidance to enhance the program's curriculum.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Wrap & model programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TN
02/27/2023 - Present
Sterling Capital Management LLC (Knoxville TN)
IA
Issued 06/04/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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