1st Global
Sarah Merrill has over a decade of experience in the financial and event planning sectors. Currently serving as a WIN Event Planner at 1st Global since June 2014, Sarah has previously held roles including Client Service Coordinator at Ameriprise Financial Services, Inc. and Communications Manager at Integrated Financial Solutions Group. Additional experience includes positions as a Sales Assistant at Park Place Dealerships and a Client Associate at Wells Fargo Advisors. Sarah Merrill earned a Bachelor of Arts in Psychology from Southern Methodist University in 2007.
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1st Global
Sustainable Growth Strategies for Leading CPA Firms High performing CPA firms demand profitable growth even in difficult times. These firms create lasting momentum by striving to find and implement sustainable growth strategies. For more than 20 years, 1st Global has been a leading growth consultant for market-dominating CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients. Through proven processes that include world-class research, accounting firm-centered advice, exceptional business development education and innovative technology, 1st Global is the partner of choice for select firms. If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth. Research • Consulting • Education • Technology Securities offered through 1st Global Capital Corp. Member FINRA, SIPC www.finra.org, www.sipc.org Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.