She graduated from Texas State University with a B.A in International Studies. Her first job after college was working at Invesco. She worked in several different departments in the Austin, Houston, and Denver offices where she started in client services and later transitioned to retirement services and then training. What she loved most about her time there was gaining retirement knowledge and stepping out of her comfort zone to become a trainer. A passionate go-getter, Sarah handles many of the minute details for all client accounts including preparing for quarterly reviews, transferring accounts, distributions, contributions, and assisting with any questions you might have on your investment accounts. She has an eye for details and does an excellent job serving the clients at Stonebridge Financial Group. While spending her early years in New Orleans, Sarah spent most of her formative years in Houston, Texas. She moved to Sonoma County in 2010 where she loves being an aunt and spending time with her sister and her family. They love being outdoors, cooking, baking, and watching movies and sports together though rarely are they rooting for the same team – Go Saints!
*Sarah Withey provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. Stonebridge Financial Group is not owned or operated by Equitable Advisors or Equitable Network.
Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5461282 (07/23) (Exp. 07/27)
For New York State Clients: New York State Executive Order | Extension of Grace Period, Waiver of Fees, Extension of Other Contractual Deadlines for hardship related to Covid-19
Link to EQUITABLE.com | Privacy Policy