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Sarah S
Series 65
Murrells Inlet, SC
AE Wealth Management, LLC
Sarah Squire is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and two years of industry experience. She has also operated S. Squire Financial Solutions since 2019 and previously worked at Symmetry Financial Group. Outside of advisory roles, she has been involved in the life insurance and annuity business as an insurance agent. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment approaches to manage approximately $49.8 billion in assets for over 127,000 clients.
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