Sara Connelly

Operations Specialist at BuckinghamAdvisor - Clayton, MO, US

Sara Connelly's Colleagues at BuckinghamAdvisor
Adam Tate

Transfer Specialist

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Benjamin Gross

Client Relationship Specialist

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Sandy Bennett

Client Relationship Specialist

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Kara Gibson

Portfolio Manager Associate

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Brendan ONeal

Manager of Learning and Development

Contact Brendan ONeal

Brendan Toth

Cash Management Specialist

Contact Brendan Toth

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Sara Connelly's Contact Details
HQ
314-725-0455
Location
Company
BuckinghamAdvisor
Sara Connelly's Company Details
BuckinghamAdvisor logo, BuckinghamAdvisor contact details

BuckinghamAdvisor

Clayton, MO, US • 250 - 499 Employees
Financial Services

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.

investment management wealth management fixed income risk management advanced planning investor education institutional investing retirement plan management Investment Bank/Securities Brokerage Financial Advisory Services Financial Services
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Frequently Asked Questions about Sara Connelly
Sara Connelly currently works for Buckingham Strategic Wealth.
Sara Connelly's role at Buckingham Strategic Wealth is Operations Specialist.
Sara Connelly's email address is ***@buckinghamadvisor.com. To view Sara Connelly's full email address, please signup to ConnectPlex.
Sara Connelly works in the Financial Services industry.
Sara Connelly's colleagues at BuckinghamAdvisor are Adam Tate, Robyn Snodgrass, Benjamin Gross, Sandy Bennett, Kara Gibson, Brendan ONeal, Brendan Toth and others.
Sara Connelly's phone number is 314-725-0455
See more information about Sara Connelly