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.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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