Sarah Settle
Sarah Settle is a Vice President, Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, with over 17 years of experience in the financial services industry. She began her career in 2008 as a Stockbroker at Scottrade and subsequently worked with Fidelity Investments and Charles Schwab before joining Merrill.
Sarah holds a B.S. in Finance, Real Estate, and Law* from California State Polytechnic University, Pomona (Cal Poly Pomona) and earned her MBA with a concentration in Finance from Pepperdine University. She also holds her certification as a Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™).
Sarah focuses on working with high-earning professionals, families, and athletes, helping them simplify complex financial decisions across investments, cash-flow planning, and long-term wealth strategy. She takes a coordinated approach to wealth management including banking and lending solutions through Bank of America, to create a streamlined and seamless experience across multiple lines of business. Her goal is to provide clarity, discipline, and structure during peak years while supporting long-term financial goals.
Sarah and her husband reside in Los Angeles. Outside of work, she enjoys playing tennis, traveling, exploring new restaurants, and volunteering with the local humane society.
*Disclaimer: Sarah is prohibited from providing any legal and/or tax advice in her capacity as a Financial Advisor at Merrill.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
