What is Sarah Simon email address?

Sarah Simon's primary email address is *******@email.unc.edu. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Sarah Simon work for?

Sarah Simon is a Planning Associate at Cresset.

Where Sarah Simon graduated from?

Sarah Simon holds a degree in null from UNC Chapel Hill.

How can I directly contact Sarah Simon?

To contact Sarah Simon directly, you can use the email address *******@email.unc.edu. Complete contact information is available upon registration with Muraena.

Who is Sarah Simon?

Sarah Simon is a Managing Director at Cresset, specializing in providing comprehensive financial solutions for affluent families. With a strong background in law and economics, she excels in wealth management, focusing on personalized financial planning and pre-sale strategies. Sarah's approach emphasizes building deep, trust-based relationships with clients to help them realize their financial aspirations. She has extensive experience in asset management, estate planning, and philanthropic strategies, leveraging her legal expertise to navigate complex financial landscapes. Outside of her professional life, Sarah enjoys hiking, traveling, and spending quality time with her family. Her diverse interests and experiences enrich her understanding of client needs, making her a well-rounded advisor. She has previously worked with Coastal Bridge Advisors, where she led business development efforts across multiple locations. Sarah's dedication to education and financial literacy reflects her commitment to empowering clients in their financial journeys.