Sara R. Brown

Sara R. Brown is an experienced financial industry professional currently serving as the V.P. Regional Planning Consultant at Fidelity Investments, where they co-lead and develop financial advisors across multiple markets. Previously, they held various roles, including Financial Consultant at TD Ameritrade and Investment Consultant at E*TRADE Financial, where they managed substantial client portfolios. Sara's background also includes leadership positions in retail management and crisis intervention, showcasing their versatile skills in coaching, training, and customer relations. They hold several licenses, including NASD Series 7, 66, and 63, as well as an Illinois Life and Health Producer's License. Sara earned a Bachelor of Science degree in Psychology from Illinois State University.