Sarah Serling

Sarah Serling, JD, CFP®, serves as a Partner and Senior Financial Advisor at Charter Oak Capital Management since November 2015. Prior to this role, Sarah was Director of Finance and Legal at Adaptive Communications from November 2014 to October 2015 and worked as a Financial Advisor at Morgan Stanley Wealth Management from January 2011 to November 2014. Sarah holds a Juris Doctor degree from Suffolk University Law School (2005-2008) and a Bachelor of Arts, cum laude, in Political Science and Public Relations from Syracuse University (1998-2002).