With more than 25 years of experience in the financial services industry, Sarah is dedicated to helping clients and team members navigate an ever-changing investment landscape. She combines deep industry knowledge with a commitment to exceptional service, building trusted relationships through personalized guidance and attentive support.
Through Raymond James, one of the largest independent full-service financial services firms not headquartered on Wall Street, Sarah has access to extensive resources and industry-leading expertise that support comprehensive financial planning and investment strategies. Known for her responsiveness and integrity, she is dedicated to providing clear answers, honest advice, and an exceptional client experience.
Sarah joined Raymond James in 2000 as the first undergraduate intern to the Assistants to the Chairman/CEO of Raymond James Financial, Inc. Sarah’s career in the financial industry began with first-hand management development in a leading global financial services firm. A former Raymond James Compliance examiner, Sarah leads the day-to-day compliance and operations management of the Towne Wealth Management offices in Virginia and North Carolina. She received a Bachelor of Arts degree in International Business from Eckerd College and has been with Towne since 2006. Sarah is a continuous donor to United Way and several local charities, and she volunteers regularly for The Salvation Army and the TowneBank Foundation*.
*Raymond James is not affiliated with the above organizations.
Raymond James is not affiliated with the above organizations and/or charitable causes.
