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Sarah Morris

Client Service Associate

    Sarah was born and raised in Preston County, West Virginia. She brings over 5 years of experience in financial services, supporting clients and advisors. Passionate about wealth management, Sarah believes financial planning plays a critical role in shaping a person’s life and future. This belief drives a commitment to providing attentive service and helping clients feel confident and supported in their financial journey.

    Outside of work, Sarah enjoys going to local coffee shops, working out at the gym and attending church on Sundays.

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