Prior to joining Davenport in July 2021, Sarah worked as a Financial Advisor at Edward Jones for more than eight years. Sarah graduated with a BS from James Madison University. She is Series 7 and 66 registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to offer life and health insurance and annuities. Sarah holds her Accredited Asset Management Specialist designation, awarded by the College for Financial Planning.
Sarah learned the importance of planning and became a financial advisor because her father, a CPA, died when he was 55 and was wise enough to leave a trust that provided for his six children, and for Sarah’s mother to maintain her lifestyle for 32 years.
Sarah’s experience in working with clients includes retirement planning, investment strategies, estate law, employee benefits and life insurance. She works with clients to help them grow, organize, protect and transfer their wealth the most tax efficient way.*
Born and raised in Staunton, Sarah proudly serves the community on the board of the Happy Birthday America organization. In her free time, she enjoys fitness, reading investment books and historical fiction, playing pickleball and spending time with her family, especially her young grandsons.
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
Sarah Fowler is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Florida, Maryland, Mississippi, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. Sarah is licensed to offer insurance and annuity products in Florida, Maryland, North Carolina and Virginia.