Sara Voss in

Sara Voss

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Client Service Associate at Morgan Stanley
📍 Springfield, Missouri, United States

Sara is a Registered Client Service Associate at Morgan Stanley with over five years of experience in banking and wealth management. She holds Series 7 and 66 licenses and earned a Bachelors Degree in Finance. Her work is guided by the principle: "See it - Own it - Solve it - Do it. "

Outside of her professional life, Sara enjoys baking, traveling, and spending quality time with her friends and family, especially her husband and twin children. She is also an avid supporter of the Kansas City Chiefs.

She is a strong advocate for fraud prevention and believes in the importance of educating customers to protect their assets.

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Experience
15 Years
Current Role
Client Service Associate
Location
Springfield, Missouri, United States
Personality Overview

How Sara shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Sara cares about

Client Relationships
Her professional bio states she is committed to serving clients by developing strong relationships and working to exceed their expectations.
Wealth Management
She has over five years of experience in wealth management and holds Series 7 and 66 licenses, indicating deep expertise in this area.
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Career

Work history

10-2023
Client Service Associate
Morgan Stanley
9-2022 - 10-2023
Licensed Brokerage Sales Assistant
Commerce Financial Advisors
6-2021 - 10-2023
Brokerage Sales Assistant
Commerce Bank
10-2019 - 6-2021
Personal Banker II
Commerce Bank
9-2019 - 6-2021
Personal Banker II Utility
Commerce Bank
In the press

Media appearances

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Education
2019 - 2021
Bachelor of Arts - BA
Ashford University Forbes School of Business
2019 - 2019
Associate's degree
Bolivar Technical College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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