Sarah Settle is a Vice President, Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management with over 15 years of experience in the industry. Prior to joining Merrill, she began her career in 2008 as a Stockbroker at Scottrade and worked at both Fidelity and Charles Schwab.
She has a B.S. in Finance, Real Estate, and Law* from California State Polytechnic University, Pomona (Cal Poly Pomona). She earned her MBA with a concentration in Finance from Pepperdine University. In addition, she holds her certification as a Chartered Retirement Planning Counselor, CRPC.
Sarah focuses on working with high net worth individuals and families in simplifying the complexity of wealth planning. Whether you are starting out and accumulating wealth to generational wealth planning, she assists in setting a plan to keep you disciplined and help achieve your financial goals.
Sarah and her husband currently reside in Los Angeles with their 18 year old dog, Daisy. In her spare time she enjoys playing tennis, traveling, trying out new foods, and volunteering at 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.
