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 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

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 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 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

Sarah C Thompson is a registered representative with Morgan Stanley. Sarah has been in the industry for over a year and holds a Series 7TO and a SIE. Sarah is affiliated with the Hartford, CT branch office. Sarah is licensed to offer investment advice in a number of specializations.

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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 Killick is a registered representative with Crito Capital LLC. Sarah has been in the financial industry for over 15 years. Sarah holds a Series 6, Series 63, and Series 82 license. Sarah has been registered with Crito Capital LLC since 2015 and prior to that was registered with HSBC Brokerage (USA) Inc. Sarah specializes in providing non-discretionary investment advisory services to individuals and businesses. Sarah is located in Westport, CT.

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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 Jane Marx is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Sarah has been working in the industry since 1989, and her experience includes providing portfolio management services for individuals, businesses, and pension plans. Sarah Jane Marx is also a registered investment advisor in Connecticut and Texas. Sarah holds licenses for Series 63, 66, 7 and SIE exams and is registered in 40 states.

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