Sarah M. Schweppe, CFP
Managing Director - Investments
Financial Advisor
Sarah M. Schweppe
, CFP
Sarah is Managing Director - Investments and is a CERTIFIED FINANCIAL PLANNER® 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]
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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]
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2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22. 2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20. 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19. The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com). 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Forbes.com).2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Managing Director - Investments
Financial Advisor
CFP
Mac S. Schweppe
, CFP, CDFA
Mac is a financial advisor and a CERTIFIED FINANCIAL PLANNER® professional with The Schweppe Group of Wells Fargo Advisors. He began his career in the automotive industry, and spent six years at Michelin as a Quality Engineer and a Product Development Engineer. Mac joined The Schweppe Group in 2021, and specializes in investments and retirement planning. He is FINRA Series 7 and 66 registered.
Mac graduated from Clemson University with a degree in Mechanical Engineering. Outside of the office Mac likes to play tennis and basketball, and can often be found in the garage working on an old project car.
CA Insurance License Number: 4246715 Resident State [NC]
Mac graduated from Clemson University with a degree in Mechanical Engineering. Outside of the office Mac likes to play tennis and basketball, and can often be found in the garage working on an old project car.
CA Insurance License Number: 4246715 Resident State [NC]
Financial Advisor
CFP, CDFA
Lakeisha Blount
Lakeisha joined the Schweppe Group of Wells Fargo Advisors in June 2025. With over a decade of experience in the financial services industry, Lakeisha is committed to exceptional client service and has a wealth of financial knowledge.
Lakeisha started her career in financial services in 2001 with First Union National Bank as an IRA Transfer Specialist. Lakeisha holds her Series 7 and 63 licenses, along with a NC Health and Life Insurance License. She is currently studying finance at Western Carolina University.
Raised in Wingate, NC, Lakeisha enjoys traveling, home improvement projects, gardening, watching football, and spending time with family and friends. She engages in various ministries through her home church, Poplar Springs Missionary Baptist Church.
Lakeisha started her career in financial services in 2001 with First Union National Bank as an IRA Transfer Specialist. Lakeisha holds her Series 7 and 63 licenses, along with a NC Health and Life Insurance License. She is currently studying finance at Western Carolina University.
Raised in Wingate, NC, Lakeisha enjoys traveling, home improvement projects, gardening, watching football, and spending time with family and friends. She engages in various ministries through her home church, Poplar Springs Missionary Baptist Church.
Senior Registered Client Associate