Sarah Crowe

Senior Advisor, Wealth Management


profile

In her role as Senior Wealth Management Advisor, Sarah Crowe is in the business of helping clients grow their financial confidence for the future. She helps clients balance pursuing goals later in life with current needs. This begins with a straight-forward conversation about a client's financial situation and a plan to make sure they are prepared for life in retirement. In addition to retirement planning, Sarah also specializes in women's financial strategies.

Sarah began her career auditing college and universities while working for the State Auditor of Texas. She then joined EDS designing and coding mainframe applications for financial systems. After several years as a community volunteer and stay-at-home mom, Sarah obtained the CFP® designation at the Professional Development Institute at North Texas University and returned to work as a financial planner.

Sarah attended Texas Tech University and holds a Bachelor of Business Administration in Accounting and Management Information Systems.

She is the Treasurer of Cookies and Castles Frisco and also a member of the North Dallas Alumnae Chapter of Delta Delta Delta and Custer Road United Methodist Church. She has lived and worked in the DFW Metroplex for the majority of her life and career and is the mother of two sons.

Designations
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor
Certified Public Accountant

Education
Bachelor of Business Administration in Accounting and Management Information Systems, Texas Tech University

Community Involvement
Cookies and Castles Frisco - Treasurer
Delta Delta Delta - North Dallas Alumnae Chapter
Custer Road United Methodist Church

We are leaders in M&A Over 50 awards and counting

M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award
M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award

We are leaders in M&A Over 50 awards, and counting

View our awards
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