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Sara Johnson, Ctfa Email & Phone Number

Wealth Advisor at SouthState Bank at South State Bank
Location: Glen Allen, Virginia, United States 7 work roles 2 schools
1 work email found @southstatebank.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@southstatebank.com
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Current company
South State Bank
Role
Wealth Advisor at SouthState Bank
Location
Glen Allen, Virginia, United States
Company size
2174 employees

Who is Sara Johnson, Ctfa? Overview

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Quick answer

Sara Johnson, Ctfa is listed as Wealth Advisor at SouthState Bank at South State Bank, a with 2174 employees, based in Glen Allen, Virginia, United States. AeroLeads shows a work email signal at southstatebank.com and a matched LinkedIn profile for Sara Johnson, Ctfa.

Sara Johnson, Ctfa previously worked as Senior Vice President, Wealth Advisor at South State Bank and Wealth Advisor, Vice President at Bb&T Wealth. Sara Johnson, Ctfa holds Bachelor Of Business Administration, Business Administration And Management, General from Averett University.

Company email context

Email format at South State Bank

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*@southstatebank.com
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AeroLeads found 1 current-domain work email signal for Sara Johnson, Ctfa. Compare company email patterns before reaching out.

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Profile bio

About Sara Johnson, Ctfa

Sara Johnson, Ctfa is a Wealth Advisor at SouthState Bank at South State Bank. She possess expertise in financial advisory, banking, customer relations, insurance, retirement planning and 17 more skills.

Listed skills include Financial Advisory, Banking, Customer Relations, Insurance, and 18 others.

Current workplace

Sara Johnson, Ctfa's current company

Company context helps verify the profile and gives searchers a useful next step.

South State Bank
South State Bank
Wealth Advisor at SouthState Bank
columbia, south carolina, united states
Website
southstatebank.com
Employees
2174
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Company profile
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7 roles

Sara Johnson, Ctfa work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Wealth Advisor

Current
South State Bank

Richmond, Virginia, United States

Apr 2020 - Present

Wealth Advisor, Vice President

Bb&T Wealth

Richmond, Virginia Area

May 2013 - Apr 2020

Financial Advisor, Assistant Vice President

Bb&T Scott & Stringfellow

Charlotte, North Carolina Area

I was partnered up with two seasoned advisors at Scott & Stringfellow and we collectively managed over $250 million in assets. My role on the team was multi-faceted:Portfolio Construction: provided customized solutions for portfolios that met our client's needs and goals. Business Development Manager: created and managed a business service model in an effort to deliver top-notch service to clients. Sought opportunities to strengthen relationships with clients and referral… Show more I was partnered up with two seasoned advisors at Scott & Stringfellow and we collectively managed over $250 million in assets. My role on the team was multi-faceted:Portfolio Construction: provided customized solutions for portfolios that met our client's needs and goals. Business Development Manager: created and managed a business service model in an effort to deliver top-notch service to clients. Sought opportunities to strengthen relationships with clients and referral sources. We accomplished that through various lunch, educational and social events.Financial Planner: developed relationships and successfully profiled clients in order to create a financial roadmap for retirement. Show less

Aug 2011 - May 2013

Assistant Vice President/ Retirement Plans & Mutual Fund Specialist

Bb&T Scott & Stringfellow

Richmond, Va

I worked in the home office of Scott & Stringfellow and assisted financial advisors with retirement plans, mutual funds & 529 plan questions.Retirement Plan Solutions: assisted with plan design & various retirement plan questionsMutual Fund Solutions: helped construct, screen & analyze mutual fund portfoliosCollege Planning: provided support for 529 questions & state-sponsored plan solutions

May 2006 - Jul 2011

Sales Assistant

Thompson Davis & Co.

Richmond, Virginia Area

Provided administrative & sales support to the CEO & Managing Partner.

Mar 2005 - May 2006

Administrative Assistant

Wachovia Securities, Llc

Administrative Assistant for the Chief Investment Officer

Feb 2004 - Mar 2005
Team & coworkers

Colleagues at South State Bank

Other employees you can reach at southstatebank.com. View company contacts for 2174 employees →

TF Taylor Free Taylor Free Colleague at South State BankGreenville-Spartanburg-Anderson, South Carolina Area, United States View → MT Mitchell Turner Mitchell Turner Colleague at South State BankMarietta, Georgia, United States View → RH Rozlyn Huffman Rozlyn Huffman Colleague at South State BankBessemer City, North Carolina, United States View → AM Ann Megan Douglass Ann Megan Douglass Colleague at South State BankGreater Augusta Area, United States View → JM Jodie Marthas Jodie Marthas Colleague at South State BankSebring, Florida, United States View → JS Janet Smith Janet Smith Colleague at South State BankGreenwood, South Carolina, United States View → SS Shelby Summer Shelby Summer Colleague at South State BankCharleston, South Carolina, United States View → LB Lynda Buchanan Lynda Buchanan Colleague at South State BankPlant City, Florida, United States View → OH Octavio Hernandez Octavio Hernandez Colleague at South State BankMiami, Florida, United States View → BI Brandy Ikard Brandy Ikard Colleague at South State BankHuntsville, Alabama, United States View →
2 education records

Sara Johnson, Ctfa education

Bachelor Of Business Administration, Business Administration And Management, General

Averett University

Activities and Societies: President & Deans List

FAQ

Frequently asked questions about Sara Johnson, Ctfa

Quick answers generated from the profile data available on this page.

What company does Sara Johnson, Ctfa work for?

Sara Johnson, Ctfa works for South State Bank.

What is Sara Johnson, Ctfa's role at South State Bank?

Sara Johnson, Ctfa is listed as Wealth Advisor at SouthState Bank at South State Bank.

What is Sara Johnson, Ctfa's email address?

AeroLeads has found 1 work email signal at @southstatebank.com for Sara Johnson, Ctfa at South State Bank.

Where is Sara Johnson, Ctfa based?

Sara Johnson, Ctfa is based in Glen Allen, Virginia, United States while working with South State Bank.

What companies has Sara Johnson, Ctfa worked for?

Sara Johnson, Ctfa has worked for South State Bank, Bb&T Wealth, Bb&T Scott & Stringfellow, Thompson Davis & Co., and Wachovia Securities, Llc.

Who are Sara Johnson, Ctfa's colleagues at South State Bank?

Sara Johnson, Ctfa's colleagues at South State Bank include Taylor Free, Mitchell Turner, Rozlyn Huffman, Ann Megan Douglass, and Jodie Marthas.

How can I contact Sara Johnson, Ctfa?

You can use AeroLeads to view verified contact signals for Sara Johnson, Ctfa at South State Bank, including work email, phone, and LinkedIn data when available.

What schools did Sara Johnson, Ctfa attend?

Sara Johnson, Ctfa holds Bachelor Of Business Administration, Business Administration And Management, General from Averett University.

What skills is Sara Johnson, Ctfa known for?

Sara Johnson, Ctfa is listed with skills including Financial Advisory, Banking, Customer Relations, Insurance, Retirement Planning, Financial Planning, Portfolio Management, and Investments.

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