Working With Us
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:
- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your financial future into focus today. Contact us to get started on a personalized investment plan.
Sara Soucie, CFP
Financial Advisor
Associate Vice President - Investments
Email Address
Sara.Soucie@wellsfargo.comPhone Number
(610) 310-8681Toll Free
(888) 243-1424Find Me On
My Background
With over 20 years of experience in Financial Services, I worked for 6 years with SunTrust Bank in their Private Wealth division, before joining Wells Fargo Bank 13 years ago, and transitioning to Wells Fargo Advisors in 2023. I hold a bachelor’s degree in Finance from Central Michigan University. Active in the local community, I participate in many civic and community organizations. My husband Joel and I live in Montgomery County with our two dogs, Cash and Isla.
As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.
With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER® practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Comprehensive Investment Planning
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
Retirement Income Planning
An often overlooked aspect of retirement planning is the amount of annual income you’ll likely receive from your investments. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, grow the principal and increase the income, or have enough income to last the rest of your life.
Estate Planning Strategies
I can work with you and your other advisors — including your CPA and attorney — to develop an estate planning strategy for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
CA Insurance License Number: 4295735. Resident State: PA
Certificates
CFP
Education
- Bachelor of Science - BS, Finance
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