Sarah joined HB Wealth in November 2023 and is currently a Senior Client Service Associate. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations.
She previously worked at Truist Wealth as a Wealth Support Specialist where she assisted a team of advisors to provide support to clients and their financial needs, as well as opening accounts and managing day-to-day transactions. Before that, she was a Relationship Banker at SunTrust where she worked with retail and business clients for all banking needs.
She graduated from Georgia Southern University with a bachelor’s degree in economics in 2017.
Sarah lives in Brookhaven and enjoys spending time with family and friends, traveling to new places, and trying new foods.