Sarah Terrell

Sarah Terrell is an associate wealth advisor with Kraft Asset Management, LLC (KAM). She assists KAM wealth advisors with the management of client relationships and portfolios, and she actively participates in the advanced planning process to address retirement, estate, and tax considerations. Sarah utilizes this information for investment plan development, portfolio design, and implementation and management of client portfolios.

Sarah has more than 10 years of experience in financial services. Before joining KAM, she served as an paraplanner at a wealth management firm, where she constructed financial plans, analyzed investment portfolios, and advised in advanced planning concepts to educate clients.

Certifications

Financial Industry Regulatory Authority (FINRA) Series 65 License
Life, Accident, Health, Variable Life and Annuity Licenses, Tennessee

Previous Certifications
Financial Industry Regulatory Authority (FINRA) Series 6, 7, and 63 Licenses

Involvement

University of Louisville Alumni Association, Nashville Chapter
Both Hands, Nashville

Education

BA in History and Political Science, University of Louisville