Making smart financial decisions today can create a lasting legacy for your family and community. Sarah Frauenholtz helps individuals, families, and nonprofits turn their financial goals into reality with a clear, strategic approach.

Professional Experience

As a Vice President and Wealth Management Advisor with the Kelly Wealth Management Group at Merrill, Sarah provides thoughtful guidance to clients navigating complex financial decisions. She integrates wealth management, legacy planning, and philanthropy to help clients align their financial choices with their long-term goals. With a strong analytical background and a genuine focus on understanding each client's priorities, Sarah helps ensure they feel informed and empowered throughout the process.

Sarah works with a diverse range of clients, including:

• Business owners, executives, and professionals balancing demanding careers with their financial lives.
• Families navigating wealth transitions and planning for multi-generational financial security.
• Nonprofit organizations managing endowments for long-term impact.
  
  No matter the situation, Sarah offers insight, empathy, and a strategic mindset to help clients build financial security for the future.

Approach & Leadership

A former collegiate athlete and team captain, Sarah thrives in leadership roles and enjoys mentoring others. She emphasizes financial education and clarity, helping clients make confident decisions about:

• Wealth planning
• Balance sheet optimization
• Multi-generational wealth transfer

Education & Credentials

Sarah has been with Merrill and The Kelly Wealth Management Group since 2015. She earned her bachelor's degree in Mathematics from Carroll College in Helena, Montana, where she was a four-year varsity letter winner for the Fighting Saints volleyball team.

She is a CERTIFIED FINANCIAL PLANNER® professional, awarded by the Certified Financial Planner Board of Standards, Inc.

Community Involvement

Sarah is actively involved in her community and serves on the board of the March of Dimes, raising awareness and funds for maternal and infant health initiatives. She is also a member of the Promotion Committee for the Downtown Everett Association and has previously served on its Board.

Her passion for financial literacy extends to volunteering with Financial Beginnings, a nonprofit dedicated to teaching money management skills to youth and adults.

Life Outside of Work

Sarah and her husband, Luke, reside in North Everett with their son and twin daughters. She loves spending time with her family, especially outdoors, and one of their favorite activities is walking the Everett Waterfront. When time allows, she also enjoys cooking and attending live music events with family and friends.

Get in Touch

If you're looking for guidance on building long-term financial security for your family or nonprofit, Sarah welcomes the opportunity to connect.

***Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.