Sarah Schweppe, CFP

Sarah is Managing Director - Investments and is a CERTIFIED FINANCIAL PLANNER TM professional with The Schweppe Group of Wells Fargo Advisors. Sarah graduated from The University of North Carolina - Chapel Hill with a degree in Journalism and Mass Communication. She also received a Masters in Management from Wake Forest University, where she graduated with academic distinction. Sarah specializes in comprehensive wealth management, helping clients build, review, preserve, and transition their wealth. Sarah was named in Forbes magazine Top Next-Gen Wealth Advisors 2019-2024 and Forbes Top Women Wealth Advisors 2020-2024. She has been a Wells Fargo Advisors Platinum Council Advisor for the years 2017-2024. The 2024 Platinum Council Distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. Previous years (2023 and before) were measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. Prior to joining The Schweppe Group, Sarah was an internal auditor with Bank of America, focusing on investments and wealth management, compliance, and strategy. Outside of the office, Sarah is a three-time marathoner and Boston Marathon qualifier. Sarah is a member of First Presbyterian Church, Women?s Impact Fund, and Women Executives of Charlotte. Sarah is FINRA Series 7 and 66 registered and North Carolina Life and Health Insurance Licensed. CA Insurance License Number: 0K02938 Resident State NC