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Sara Prada

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Sara Prada

Wealth Advisor | United Capital Financial Advisors, LLC

Albuquerque, New Mexico, United States

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Sara Prada

Summary

Sara Prada is an accomplished Vice President and Wealth Manager at United Capital Financial Advisers, where she specializes in portfolio management, retirement planning, and strategic financial planning. With a career spanning over a decade in the financial services industry, she has navigated significant corporate acquisitions, demonstrating resilience and adaptability. Sara is known for her client-centric approach, emphasizing education and transparency in financial decision-making. She holds both a Master of Business Administration and a Bachelor of Accountancy, equipping her with a strong foundation for her role. Beyond her professional endeavors, Sara has experience as a Business Development Volunteer with the Peace Corps in Honduras, showcasing her commitment to community service and development. Her relaxed style fosters trust and collaboration with clients, ensuring they feel informed and empowered in their financial journeys. Sara's unique blend of expertise and interpersonal skills sets her apart in the wealth management landscape.

General

Generalist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Non-Profit Experience

Sara Prada

Work Experience

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Wealth Advisor at

United Capital Financial Advisors, LLC

November 2023 - Present

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Vice President - Wealth Manager at

Goldman Sachs Personal Financial Management

July 2019 - November 2023

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Senior Wealth Manager at

United Capital Financial Advisers

May 2015 - July 2019

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Investment Counselor at

Stancorp Investment Advisers, Inc.

January 2013 - May 2015

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Financial Planning Associate at

Stancorp Investment Advisers, Inc.

October 2009 - January 2013

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Business Development Volunteer at

Peace Corps

February 2007 - May 2009

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Assurance Associate at

Grant Thornton (US)

January 2005 - November 2006

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Sara Prada

Education

The University of Texas at Arlington - College of Business, Master Of Business Administation

January 2004 - January 2006

New Mexico State University, Bachelor Of Accountancy

January 1998 - January 2003

Frequently Asked Questions about Sara Prada

What company does Sara Prada work for?

Sara Prada is a Wealth Advisor at United Capital Financial Advisors, LLC.

Where Sara Prada graduated from?

Sara Prada holds a degree in from The University of Texas at Arlington - College of Business.

Who is Sara Prada?

Sara Prada is an accomplished Vice President and Wealth Manager at United Capital Financial Advisers, where she specializes in portfolio management, retirement planning, and strategic financial planning. With a career spanning over a decade in the financial services industry, she has navigated significant corporate acquisitions, demonstrating resilience and adaptability. Sara is known for her client-centric approach, emphasizing education and transparency in financial decision-making. She holds both a Master of Business Administration and a Bachelor of Accountancy, equipping her with a strong foundation for her role. Beyond her professional endeavors, Sara has experience as a Business Development Volunteer with the Peace Corps in Honduras, showcasing her commitment to community service and development. Her relaxed style fosters trust and collaboration with clients, ensuring they feel informed and empowered in their financial journeys. Sara's unique blend of expertise and interpersonal skills sets her apart in the wealth management landscape.

Sara`s contact details

Colleagues

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Susan Bohanon

Vice President of Learning and Development

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Charlie York Cfa

Vice President - Senior Wealth Advisor

Jason Del Col

Senior Vice President, Advisory Services

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Melroy Saldanha

Chief Technology Officer

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