ADVISOR BIO

Sara McDowell is a registered investment advisor representative with Virtus Investment Advisers, Inc. Sara has been in the financial services industry for over two years. She is a Series 7 and Series 66 license holder. Sara has a strong background in financial planning and investment management. Previously Sara worked at Edward Jones. Sara is dedicated to providing her clients with personalized financial advice.

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ADVISOR BIO

Sara Nicole Moeller is a financial advisor with Voya Financial Advisors, Inc. She has been working in the financial industry since August 2009. Sara Nicole is registered to provide financial advice in Connecticut and Massachusetts. Her areas of specialization include investment management, financial planning, and portfolio management.

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ADVISOR BIO

Sara Thorson is an investment advisor representative with Morgan Stanley. Sara has been in the financial services industry since June 2008. Prior to joining Morgan Stanley, Sara worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sara has a Series 66, Series 7 and a SIE license. Sara is registered with the state of Connecticut as a broker-dealer and investment advisor.

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ADVISOR BIO

Sara Borghesi is a financial advisor with over 16 years of experience in the financial services industry. Sara is currently registered with Lincoln Financial Distributors, Inc. and is licensed in Connecticut. Sara previously worked at Hartford Securities Distribution Company, Inc., Hartford Equity Sales Company Inc., National Financial Services LLC, and Fidelity Brokerage Services LLC. Sara is a Series 7, Series 26 and Series 63 licensed financial advisor.

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ADVISOR BIO

Sara Logan is a financial professional with over 15 years of experience in the industry. Sara is currently registered with UBS Fund Services (usa) LLC in Hartford, Connecticut. Sara holds the Series 7, 24, and 66 licenses.

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ADVISOR BIO

Sarah Man is a financial advisor registered with Wells Fargo Clearing Services, LLC. Sarah has been in the industry since 2006 and has experience with Citigroup Global Markets Inc. and Morgan Stanley. She is currently registered with the state of Connecticut and has also held registrations in California and Texas. Sarah holds the Series 31, 7, and 66 licenses. Sarah specializes in providing financial planning, pension consulting, and investment consulting services to institutional clients.

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ADVISOR BIO

Sarah Flood is a financial advisor with Empower Financial Services, Inc. She is licensed to sell securities and investment company products. Sarah has been in the industry since December 2020 and is currently registered with FINRA and Empower Financial Services, Inc. in Connecticut. She holds the Series 6TO and SIE exams. Sarah previously worked at MML Investors Services, LLC in Enfield, CT.

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ADVISOR BIO

Sarah Disotto is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Sarah has been in the industry for 8 years and is active in both Broker-Dealer and Investment Advisor roles. Sarah is registered in multiple states, including Arizona, California, Colorado, Connecticut, Delaware, and Florida. Sarah is also a Series 7 and Series 66 license holder. Sarah is able to provide investment advice to a variety of clients, including high-net-worth individuals, corporations, pension and profit sharing plans, and individuals other than high-net-worth. Sarah is committed to providing her clients with the highest level of service and expertise.

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ADVISOR BIO

Sarah Kohart is a registered investment advisor with J.P. Morgan Securities LLC, working out of their Greenwich, CT office. Sarah has been in the industry since 2005 and holds multiple licenses including Series 7, 25, 63 and 65. Sarah's career includes prior experience at Jefferies LLC, ICAP Corporates LLC, and Bank of America Securities LLC. Sarah is currently licensed in Connecticut and Texas, and is active in both Broker-Dealer and Investment Advisory capacity.

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ADVISOR BIO

Sarah Goldsmith is a financial professional with Northwestern Mutual Investment Services, LLC. Sarah is registered with the state of Connecticut and has been in the industry since 2017. Sarah holds the Series 6, Series 63, and SIE licenses.

SPECIALIZATIONS