Sarah Medeiros
Senior Client Service Assocaite
Sarah Medeiros serves as a Senior Client Service Associate based in Boston, MA, where she focuses on building meaningful relationships with clients and delivering personalized support with a strong attention to detail.She is a graduate of Johnson & Wales University in Providence, RI, where she earned a Bachelor of Science degree. Sarah is passionate about connecting with clients, learning their unique stories, and helping guide them through their financial journeys.
Jamielee Phillips
Senior Client Service Assocaite
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