Brokerage Operations Coordinator
Sarah started her career 20 years ago at UBS Paine Webber in the Broker Training Program. After spending several years as a Financial Planner, she decided to move to a supportive role, spending the last 7 years working as an assistant to a group of top advisors. In October 2019 she joined the Concorde team in the Brokerage department. Sarah currently holds her Series 7 and Life/Health Licenses and is currently working on her Series 24.
Sarah was born in England and has lived in the USA for 30 years. She is married and has a son.
In her spare time, she enjoys reading, gardening and home improvements. Sarah is also the VP of the High School Football Boosters, fundraising for the Team.