Sarah is Managing Director - Investments and a CERTIFIED FINANCIAL PLANNER TM professional with The Schweppe Group of Wells Fargo Advisors. Sarah specializes in comprehensive wealth management, helping clients build, manage, protect, and transition their wealth. Forbes magazine named Sarah as a Top Next Generation Wealth Advisor in 2019 and 2020 and a Top Women Wealth Advisor in 2020 and 2021. She has been a Wells Fargo Advisors Premier Advisor from 2017-2021, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used. Sarah is Series 7 and 66 registered and North Carolina Life and Health Insurance Licensed. To learn more, please visit www.theschweppegroup.com. The Forbes Top Next Generation and Top Women Wealth Advisors ranking is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. This information is intended for use only by residents of AZ, CA, CO, DC, DE, FL, GA, HI, IL, IN, LA, MA, MI, MO, NJ, NC, NM, NY, OR, PA, SC, TX, VA, WV, WY. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social 