Guest Speaker: Sarah Cuddy
Topic:
How to plan for our Financial Future
Something we all need to consider in these Uncertain Financial Times
“It’s all about the relationship.” As a Financial Advisor Sarah works to know and understand clients so that she can best guide them in developing long-term strategies to meet their long-term financial objectives and aspirations. Backed by Merrill Lynch’s internal research and staff of specialists, Sarah is able to assist clients in making thoughtful decisions about their financial futures.
Using a well defined wealth management process Sarah supports clients in establishing objectives, setting strategy and implementing solutions. This process is underpinned by periodic progress reviews to determine if adjustments are needed to keep clients in track. Sarah advises clients on a wide breadth of financial concerns including education planning, liability management and asset protection with an emphasis on helping to assure a lifetime retirement income stream. She also works with clients’ other trusted advisors including attorneys and accountants to address clients’ tax, trust, philanthropic and estate issues to truly be an “essential partner”.
Sarah joined Merrill Lynch in 2010 after a successful career as an opera singer and entrepreneur in the Houston area. She holds a Bachelor of Music Performance from Sam Houston State University in Huntsville, Texas and an MBA from the University of Texas in Austin, Texas.
Sarah lives with her husband Basil in the heart of the Houston Galleria where they enjoy trying the many restaurants and exotic cuisines that the area has to offer. She is an avid horseback rider and spends her spare time at the stables working with her pony Poppy.
Using a well defined wealth management process Sarah supports clients in establishing objectives, setting strategy and implementing solutions. This process is underpinned by periodic progress reviews to determine if adjustments are needed to keep clients in track. Sarah advises clients on a wide breadth of financial concerns including education planning, liability management and asset protection with an emphasis on helping to assure a lifetime retirement income stream. She also works with clients’ other trusted advisors including attorneys and accountants to address clients’ tax, trust, philanthropic and estate issues to truly be an “essential partner”.
Sarah joined Merrill Lynch in 2010 after a successful career as an opera singer and entrepreneur in the Houston area. She holds a Bachelor of Music Performance from Sam Houston State University in Huntsville, Texas and an MBA from the University of Texas in Austin, Texas.
Sarah lives with her husband Basil in the heart of the Houston Galleria where they enjoy trying the many restaurants and exotic cuisines that the area has to offer. She is an avid horseback rider and spends her spare time at the stables working with her pony Poppy.
For more information or to RSVP email T.E.A.M.ABWA@gmail.com
call: 832-465-8670
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