Sarah learned the importance of planning and became a financial advisor because her father, a CPA, died when he was 55 and was wise enough to leave a trust that provided for his six children, and for Sarah’s mother to maintain her lifestyle for 32 years.
Sarah’s experience in working with clients includes retirement planning, investment strategies, estate law, employee benefits and life insurance. She works with clients to help them grow, organize, protect and transfer their wealth the most tax efficient way.*
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
Sarah Fowler is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Colorado, District of Columbia, Florida, Georgia, Kentucky, Maryland, Mississippi, North Carolina, South Carolina, Tennessee, Virginia, and West Virginia. Sarah is licensed to offer insurance and annuity products in Florida, Maryland, North Carolina and Virginia.