Years of Experience
5-20+ Years
MARSHALL, VA
20 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Jane Atkins is a financial advisor with Edward Jones. Sarah has been in the financial services industry since July 19, 2005. Sarah is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and is also a licensed investment advisor representative in the state of Virginia and Texas. Sarah holds the Series 63, 66, and 7 licenses, as well as the SIE. Sarah is a CERTIFIED FINANCIAL PLANNER™.
SPECIALIZATIONS
RESTON, VA
20 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Cato is an Investment Advisor Representative with Park Avenue Securities LLC. Sarah has been in the financial industry since September 8, 2005. Sarah is registered in the following states: Connecticut, District of Columbia, Florida, Maryland, Massachusetts, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. Sarah is a Certified Financial Planner and Chartered Financial Consultant. Sarah also offers long term care, health products, insurance products, and annuities. Sarah is a member of The ARC.
SPECIALIZATIONS
Roanoke, VA
0 Disclosures
ADVISOR BIO
Sarah Chandler is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Sarah works out of the firm's Daleville, Virginia office. Sarah has been registered with the Financial Industry Regulatory Authority (FINRA) since 2023. Sarah earned her Series 65 license in May 2023.
SPECIALIZATIONS
Mclean, VA
4 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Brasington is a registered representative with Morgan Stanley. Sarah is a Series 7, 66, and SIE licensed professional. Sarah has been in the financial industry since December 2020. Sarah works with a variety of clients including individuals, high net worth individuals, businesses, charitable organizations, pension and profit-sharing plans, insurance companies, investment companies, banking or thrift institutions, state or municipal government entities, and investment clubs. Sarah provides financial planning, portfolio management, and asset allocation advice. Sarah is registered in numerous states and has significant assets under management.
SPECIALIZATIONS
RESTON, VA
0 Disclosures
ADVISOR BIO
Sarah Baker is a financial advisor with Mason Investment Advisory Services Inc., a registered investment advisor firm with a strong reputation for providing comprehensive financial planning and investment management services to individuals, corporations, and charitable organizations. With over 15 years of experience in the industry, Sarah holds the Series 6, Series 63, and Series 65 licenses, as well as the Certified Financial Planner designation. She is dedicated to developing customized financial strategies tailored to meet each client's unique needs and goals.
SPECIALIZATIONS
FOREST, VA
10 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Isabelle Scruggs Reddell is a registered representative with MML Investors Services, LLC. Sarah has been in the financial services industry since 2015. Sarah has a Series 6, Series 7, Series 63 and Series 65 license and is registered in Virginia. Sarah's office is located in FOREST, VA. Sarah also has an office in Lynchburg, VA. Sarah's other business includes Sarah's Art and Financial Designs.
SPECIALIZATIONS
GLEN ALLEN, VA
9 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Rae McMillian is a registered representative with Wells Fargo Clearing Services, LLC. Sarah Rae McMillian has been in the industry since May 18, 2016. She is registered with the state of Virginia and holds the Series 66, Series 7, Series 9, Series 10, and SIE licenses. Sarah Rae McMillian has a focus on providing investment consulting services to institutional clients and financial planning for individuals and businesses.
SPECIALIZATIONS
RICHMOND, VA
0 Disclosures
ADVISOR BIO
Sarah Byrd is a Registered Investment Advisor Representative, currently working with Alpha Advisors, LLC. Sarah is licensed to provide investment advisory services in Virginia. She is active as an Investment Advisor Representative in Virginia. Sarah is also a licensed Investment Advisor Representative in Virginia. Sarah has been active in the industry since August 2004. Sarah holds the Series 65 (Uniform Investment Adviser Law Examination) license. Sarah has been working with Alpha Advisors, LLC since August 2004. Sarah has experience working in a variety of roles in the financial services industry, including a part-time bookkeeper role with TEI.
SPECIALIZATIONS
RESTON, VA
38 Years Experience
0 Disclosures
ADVISOR BIO
Sarah Ann Casey is a financial advisor with Mason Investment Advisory Services Inc., based in Reston, Virginia. Sarah has been in the financial services industry since July 15, 1987. Sarah holds a Series 6, 7, 22, 63, and 65 licenses as well as the SIE designation. Sarah is a Certified Financial Planner and specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Sarah has been registered as a financial advisor in California, Florida, Illinois, Michigan, Ohio, Texas, and Virginia since 2001.
SPECIALIZATIONS
LYNCHBURG, VA
0 Disclosures
ADVISOR BIO
Sarah Umbarger Burnett is an Investment Advisor Representative with Montvue Capital Management, Inc. Sarah has been with the firm since March 1999. She holds a Series 65 license. Sarah is registered with the state of Virginia and North Carolina as an Investment Advisor Representative. Sarah's areas of expertise include financial planning and portfolio management for individuals.
SPECIALIZATIONS
