Sara focuses on Strategic Wealth Planning for entertainers, artists, entrepreneurs and studio executives, representing client net worth of over $500 million. Recently, Sara earned an elite Director designation within Morgan Stanley’s Global Sports and Entertainment division, an honor exclusive to only 150 advisors. Her investment process draws upon her deep knowledge of the financial markets, her expertise in trust and estate planning, and investment management experience. As a Financial Advisor & Portfolio Manager, she leverages the significant institutional and consulting resources of Morgan Stanley where she can bring comprehensive solutions to clients
With nearly 20 years experience in the financial services industry, Sara has guided clients through three of the most volatile market cycles in public market history. Prior to Morgan Stanley, , Sara spent 4 years with UBS as a wealth advisor to executives and entrepreneurs, Also, Sara was with Donaldson, Lufkin & Jenrette from 1999 to 2004, which was acquired by Credit Suisse First Boston (CSFB). During her tenure at CSFB, Sara was a member of a corporate executive services team with a strong emphasis on diversification and preservation of wealth for executives from Fortune 1000 firms. From 2004 to 2006, she served as a consultant on corporate finance matters for the technology and digital media industries.
She graduated from Loyola Marymount University with a degree in international business and French. A Kaplan University Certified Financial Planning graduate, Sara also holds Series 7 and 63 securities licenses, in addition to life and health insurance licenses. She is active with non-profit organizations focused on children as well as an investor and advocate of women-led enterprise.