Registered Client Service Associate
Sara joins Wealth Partners Alliance from Wells Fargo Advisors and Morgan Stanley where she brings over a decade of experience in the financial services industry. Sara will serve as Registered Client Associate for Brandon Glasscock and Mandy Haskell in Houston.
Sara’s career began in 2010 with INVESCO and held such roles as Chairman’s Council Senior Representative, Internal Sales Consultant, and Product Marketer. She was a Registered Associate at Morgan Stanley.
At Wealth Partners Alliance, Sara will be responsible for managing all items related to client service and experience in Houston, including onboarding, assisting with securities, portfolio management trading and money movement.
Sara holds the Series 6, 7, and 66 FINRA Licenses.
Personally, Sara enjoys travelling, keeping active with her family - Husband, Matt and stepdaughter, Skylar - skiing, and playing soccer. Sara has also volunteered as a member of the Houston Livestock Show and Rodeo Corral Club Committee and has been involved with the Alzheimer’s Association RivALZ Houston Chapter. Sara graduated Cum Laude from the University of Houston.