Sarah Cecil
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Sarah Cecil
Having peace of mind about your financial future is our goal for you. We serve a broad…
Experience
Financial Advisor
Nov 2011 — Present
Founded in 1922, Edward Jones is a full service brokerage firm and a private partnership - a structure that we believe gives us the independence to make long term decisions that are in the best interests of our clients. The families that work with me and our firm deserve good stewardship of their funds with personalized financial solutions and recommendations with no hidden agendas.The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
Education
Loyola University of Chicago
Bachelor of Business Administration
College of Financial Planning
Chartered Retirement Plan Specialist,®
Skills
- Portfolio Review
- Business Retirement Plans
- Estate and Legacy Strategies
- Public Speaking
- Portfolio Strategies
- Financial Strategies
- Retirement Plan Rollovers
- Retirement Plan Options
- Investments
- 401ks and Owner K Plans
- Insurance
- Leadership
- Wealth Management
- Strategy
- Education Savings
- Wealth Strategies
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