ADVISOR BIO

Sara Leydon is an Investment Advisor Representative with Foundation Financial Inc. Sara has been in the industry since December 2013. Sara is registered in Connecticut and New York. Sara has passed the Series 65 exam. Sara also owns and operates Foundation Tax LLC and provides tax preparation and tax planning services to individuals and small businesses.

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ADVISOR BIO

Sara Donovan is a registered representative of Lincoln Financial Distributors, Inc. Sara is a relatively new professional with just over a year of experience in the financial industry. Sara holds Series 6TO and SIE licenses.

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ADVISOR BIO

Sara Lee Putz is a financial advisor with LPL Financial LLC. Sara has been in the financial services industry since 1993, and has a wide range of experience working with clients in a variety of financial situations. Sara is registered with FINRA and holds Series 7, Series 63, and Series 66 licenses, along with the SIE certification. Sara also holds several industry designations, and is committed to staying up to date on the latest financial trends. Sara specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Sara can also help clients with retirement planning, college savings, and estate planning. Sara is dedicated to providing her clients with the personalized service they need to achieve their financial goals. Sara works out of the Glastonbury, CT office of LPL Financial LLC, and has been with LPL Financial since March 2021.

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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 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

Sarah Williams is a financial advisor with over 17 years of experience in the industry. Sarah is currently registered as a Registered Representative with Morgan Stanley in Connecticut and Texas. Previously, Sarah was a Registered Representative with CITIGROUP GLOBAL MARKETS INC in Connecticut. Sarah holds licenses for Series 3, Series 7, Series 63, and Series 65, as well as the Securities Industry Essentials Examination (SIE). Sarah specializes in a range of financial services, including asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Sarah Zhang Kamman is an investment advisor representative at J.P. Morgan Securities LLC. Sarah has been in the securities industry since August 2018, and has a Series 7, Series 66 and SIE. She also has passed the Uniform Combined State Law Examination and has passed state licensing exams in numerous states. Sarah has experience with Morgan Stanley and The Blackstone Group. Sarah's current firm, J.P. Morgan Securities LLC, provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Sarah Anne Bennett is a financial advisor located in Stamford, Connecticut. Sarah has been in the industry since February 16, 1998, and is currently registered with AMG Distributors, Inc. as a registered representative. Sarah holds the Series 6, Series 63 and SIE licenses.

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ADVISOR BIO

Sarah Tousey is a financial professional with over 13 years of experience in the financial services industry. She is currently registered with Prudential Annuities Distributors, Inc. and holds Series 6 and Series 63 licenses. Sarah also holds the Securities Industry Essentials (SIE) designation. She is registered to provide investment advice in Minnesota and South Dakota.

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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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