Sarah Elizabeth Brown

Advisor at Edward Jones — Monroe, GA B South Broad Street

Updated today

Credentials

Series 66

Experience

1 year

Location

Monroe, GA 30655

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Sarah Brown is a financial advisor at Edward Jones in Monroe, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Georgia College & State University and the Walton County School District. She also has experience with Peachy Keen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Liquidity event planning Business ownership considerations Retirement income strategy Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Women's Finance Women Professionals

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Monroe, GA B South Broad Street

301 B South Broad Street

Monroe GA 30655

Advisors at this office

4

Most active in

Georgia · Texas

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St Louis, MO

Edward Jones

2022 - 2025 • 3 years

Monroe, GA

Georgia College & State University

2021 - 2024 • 3 years

Milledgeville, GA

Peachy Keen

2020 - 2023 • 3 years

Monroe, GA

Walton County School District

2010 - 2021 • 11 years

Monroe, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Mark R

Series 65

Oxford, GA

Reagan Financial Planning LLC

Mark Reagan is the sole advisor at Reagan Financial Planning LLC in Oxford, GA, holding a Series 65 designation with 10 years of industry experience. He has been operating Reagan Financial Planning since 2016. Reagan Financial Planning provides financial planning and investment consulting to individuals, families, and small business owners, offering one-time written plans and ongoing advisory services without discretionary portfolio management or custody of assets. The firm applies a consultative approach that includes fundamental, technical, and cyclical investment analyses, while clients execute recommendations through their chosen custodians.

Retirement income strategy Tax-loss harvesting General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

John S

Series 63, Series 65

Loganville, GA

Associated Financial Partners, Inc.

John Sauers is the sole advisor and president of Associated Financial Partners, Inc., an independent firm based in Loganville, GA. He holds Series 63 and 65 licenses and has 22 years of industry experience. Prior to founding Associated Financial Partners in 2015, he was associated with Hsi Management Inc. since 1998. Outside of his advisory role, he serves as chairman of the Rotary Club of Loganville and publishes a monthly newsletter titled "One Man's Opinion." Associated Financial Partners provides investment advisory, financial planning, asset allocation, and consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers tailored, non-discretionary advice using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Family Business General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Philippe Joseph E

Series 66

Grayson, GA

Prive Wealth Management

Philippe Joseph Eustache is a financial advisor at Privé Wealth Management with six years of industry experience. He holds a Series 66 designation and has previously worked at firms such as Edward Jones, Bank of America, Merrill Lynch, and Morgan Stanley. Outside of financial services, he has been involved with Sovereign Sports Performance LLC, indicating interests beyond the advisory field. Privé Wealth Management serves individuals, families, business owners, trusts, small businesses, and nonprofit organizations through a range of financial planning and investment management services. The firm emphasizes a goals-based investment approach with diversified, low-cost index funds and tax-efficient strategies, offering both discretionary and non-discretionary services without minimum account sizes.

Retirement income strategy Business exit / sale strategy Multi-generational wealth transfer Tax strategies for small businesses Founder/Business Owner Technology Professional Professional Athlete Young Professionals Mid-Career Professionals Intergenerational Families
user avatar

Dally E

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Dally East is a financial advisor at Executive Money Managers, Inc. with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2016. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities, offering discretionary portfolio management and advisory consulting tailored to client objectives. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, managing portfolios primarily under discretionary authority with ongoing monitoring and periodic reviews.

Active portfolio management Options & derivatives strategies
user avatar

Peter F

Series 63, Series 65

Watkinsville, GA

AFS Wealth Management LLC

Peter Flemming is a financial advisor at AFS Wealth Management LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining AFS Wealth Management, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of financial advising, he is involved in agricultural activities as a member of JCE Farms LLC, which grows and sells blueberries and chicken eggs. AFS Wealth Management LLC is a small SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers ongoing portfolio management, pension consulting, and financial planning using a mix of analytical approaches and tailors services to documented risk tolerances and client objectives.

Retirement plans for business owners (SEP, solo 401k) General tax planning Annuities Wealth management Real estate investing
user avatar

Ralph M

CFP®, Series 63, Series 65

Watkinsville, GA

Arch Partners Wealth Management, Inc.

Ralph Mcclung is a CFP® with 11 years of industry experience, currently serving at Arch Partners Wealth Management, Inc. He has been president of Maximum Wealth Management, Inc., a registered investment advisor in Georgia, since 1998. Mcclung has worked at Maximum Wealth Management since 2011. Arch Partners Wealth Management, Inc. provides investment supervisory services, portfolio management, and financial planning to individuals, pension and profit-sharing plans, and corporate clients. The firm primarily employs a passive investment approach using index mutual funds and ETFs, managing approximately $109 million in discretionary assets.

General retirement planning Tax-loss harvesting Passive / index investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")