What is Sarah Simon email address?

Sarah Simon's primary email address is ******@cressetcapital.com. 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 Managing Director, Wealth Advisor at Cresset, a company specializing in Functions related to depository banking.

Where Sarah Simon graduated from?

Sarah Simon holds a degree in from University of North Carolina School of Law.

How can I directly contact Sarah Simon?

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

Who is Sarah Simon?

Sarah Simon is a seasoned Managing Director at Cresset, specializing in delivering tailored financial solutions for affluent families. With a robust background in estate planning and wealth management, she emphasizes a holistic approach to financial strategy, ensuring her clients achieve their personal financial goals. Her previous roles at Coastal Bridge Advisors have honed her skills in trust and estate issues, particularly for entrepreneurs. Sarah's deep understanding of the financial landscape is complemented by her legal expertise, allowing her to navigate complex financial scenarios effectively. Outside of her professional life, she enjoys traveling, hiking, and spending quality time with her family and friends. Her commitment to education and financial literacy underscores her dedication to empowering her clients. Sarah's unique blend of skills and personal touch sets her apart in the wealth management industry.