Sara J. Smith joined Waverly Advisors in September 2025. As an Associate Wealth Advisor at Waverly, Sara brings several years of experience in Investment Management, Retirement Planning, Estate Review, Medicare and Social Security, Generational Wealth Planning, Charitable & Family Gifting and Employer sponsored Retirement Plans. Sara finds great fulfillment in assisting her clients with developing their financial and estate planning goals and working alongside them to achieve their objectives.
Sara enjoys spending time with her toy goldendoodle, Koda, traveling, playing music, and cooking.
Education
· University of Pittsburgh, B.S.
Professional Affiliations
· NAPA Certified Plan Fiduciary Advisor
Community Involvement
· Ballantyne Ball
· Feed Charlotte
· Charlotte Regional Business Alliance
· ASPCA
Ask Me About
· Estate Planning
· Tax Planning
· Qualified Plans for Small Businesses