Sarah Horne

🍀 Empowering women to grow wealth, reduce stress & create a life they love | Associate Financial Advisor @ Saltmarsh

Role: Associate Financial Advisor at Saltmarsh Financial Advisors, Llc
Location: Pensacola, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Associate Financial Advisor
Saltmarsh Financial Advisors, Llc
Jan 2022 — Present · Pensacola, FL, US
Serve as a fiduciary by helping clients make informed financial decisions through financial planning and portfolio management. Support client relationships by constructing financial planning cases, analyzing opportunities and developing recommendations. Lead the firm’s women-focused educational series, Building Confidence, and coordinate in-person and virtual events. Represent Saltmarsh at community functions and organizations.

Education

Auburn University
Bachelor of Arts (B.A.), Journalism
2016
Auburn University
Master of Education (M.Ed.), Administration of Higher Education
2017

Contact information

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Work email
•••••@saltmarshfa.com
Personal email
•••••@•••••.com
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Current company

Saltmarsh Financial Advisors, Llc

Financial Services · 8 employees · Pensacola, Florida, United States

Over 20 years ago, Saltmarsh Financial Advisors, LLC was created to expand Saltmarsh Advisors suite of services for the client’s benefit. Our mission is to provide clients with a successful investment experience. Saltmarsh Financial Advisors operates as an independent investment advisor and fiduciary to ensure we are providing our clients with conflict-free investment management and financial planning that is always in their best interest. Our registered investment advisors have years of experience and diverse backgrounds in finance, investment management, accounting, tax, and estate planning. These differing perspectives add value and contribute to the success of the investment management and financial planning process. We are proud to partner with Dimensional Fund Advisors, one of the leading fund families in the world, to provide low-cost wealth management solutions to our clients based on Nobel-prize winning research. To learn more, visit: Saltmarsh Financial Advisors is an affiliate of Saltmarsh, Cleaveland & Gund (@Saltmarsh), one of the largest CPA-led consulting firms in the Southeast with clients throughout the United States and overseas. In addition to audit, tax and accounting services, the firm offers information technology and managed services, litigation and dispute advisory, employee benefits administration, and many levels of specialized consulting services. For further information, visit:

saltmarshfa.com

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Experience

Associate Financial Advisor

Education

Auburn University

Auburn University

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