ADVISOR BIO

Sarah Wong is a registered representative with Wells Fargo Clearing Services, LLC. Sarah has been in the financial services industry since June 2021. Sarah holds the Series 7TO and SIE licenses. Sarah is associated with the Wells Fargo Clearing Services, LLC branch office in Carmel, CA.

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ADVISOR BIO

Sarah Wiltbank is a financial advisor with Raymond James & Associates, Inc. based in San Diego, CA. Sarah has been in the financial industry since 2000. Sarah has a Series 7, Series 63, and SIE license. Previously, Sarah was a financial advisor with COMMONWEALTH FINANCIAL NETWORK in Palm Desert, CA, RAYMOND JAMES & ASSOCIATES, INC. in SAN DIEGO, CA, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in INDIAN WELLS, CA, CITIGROUP GLOBAL MARKETS INC. in PALM DESERT, CA, and FIRST UNION SECURITIES, INC. in ST. LOUIS, MO. Sarah's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, and Educational Seminars.

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ADVISOR BIO

Sarah Minakary is an investment advisor representative who has been in the industry since September 2008. Sarah is registered with Hightower Advisors, LLC and has a current registration in California. Sarah has previously been associated with Morgan Stanley and Morgan Stanley & Co. Incorporated. Sarah is a Registered Representative and Investment Advisor Representative and has passed the Series 66, Series 7, Series 31, and SIE exams. Sarah is affiliated with R2M Management CA, LLC, providing administrative services related to the RIA practice. Sarah has a specialization in Financial Planning.

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ADVISOR BIO

Sarah Rose Woodward is a registered representative with Citigroup Global Markets Inc. Sarah has been in the securities industry since August 2018. Sarah is licensed in multiple states including California, Alabama, Alaska, Arizona, and Arkansas. Sarah has passed Series 7, Series 31, Series 66, and SIE exams. Sarah specializes in providing asset allocation advice, financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses.

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ADVISOR BIO

Sarah Erin Carter Torres is a registered representative associated with Wells Fargo Clearing Services, LLC, and has been in the financial services industry since November 6, 2019. She has been registered with Wells Fargo Clearing Services, LLC since July 29, 2020. Sarah Erin Carter Torres is licensed to provide investment advice in California and is registered as an Investment Advisor Representative (IAR). She has passed the Series 66, Series 10, Series 9, Series 7TO and SIE exams. Sarah Erin Carter Torres has previous experience in the financial services industry with Wells Fargo Clearing Services, LLC, in Stockton, California, starting in June 2006.

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ADVISOR BIO

Sarah Anne Moody is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Sarah Anne has been working in the financial industry since 2014 and holds the Series 66 and Series 7 licenses. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and has been with the firm since May 2019. Sarah Anne has been involved in the financial industry for many years and has experience working with various clients, including high-net-worth individuals, corporations, and pension plans.

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ADVISOR BIO

Sarah Macias Vargas is a financial advisor with Ameriprise Financial Services, LLC. Sarah is registered with FINRA and is licensed in CA. Sarah is actively involved in the financial services industry and has been working in the field since 2013. Sarah has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Sarah specializes in providing financial planning, asset allocation services, educational seminars and pension consulting. Sarah's focus is on providing personalized financial advice and strategies to individuals, families, and businesses.

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ADVISOR BIO

Sarah Haas is a financial advisor with Osaic Wealth, Inc. Sarah is a Series 6TO and SIE licensed professional. Sarah is an active financial advisor and specializes in providing financial advice to individuals, corporations, and pension and profit-sharing plans. She is based in LA VERNE, CA.

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ADVISOR BIO

Sarah Elizabeth Hipolito is a financial advisor at Morgan Stanley, with over 6 years of experience in the financial services industry. Sarah has experience in both retail and institutional settings, having previously worked at Merrill Lynch and STK Las Vegas. Sarah is registered to provide investment advisory services in 52 states and holds the Series 7TO, SIE and Series 66 licenses. Sarah has a strong understanding of the financial markets and a commitment to providing her clients with personalized financial advice. Sarah specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals and businesses.

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ADVISOR BIO

Sarah Saito is an investment advisor representative with J.p. Morgan Securities LLC. Sarah has been in the industry since 2014 and has worked at Thrivent Investment Management Inc. in Ventura, CA. Sarah is registered with the state of California and has Series 66, SIE and Series 7 licenses. Sarah's primary office is located in Ventura, CA, and she also works out of the Carpinteria, CA branch.

SPECIALIZATIONS