Sara Gibbs Email & Phone Number

We connect our clients with quality money managers who target specific investment goals—from growth investing and income to global investments.And we find money mangers who are the best of the best.Although we are based in Northeast Ohio, we work with money manager and clients all over the country and even the world. And our team is passionate about getting to know our clients. We develop a close bond with our clients so we can help them achieve their dreams through solid financial decision making. And we are passionate about consistently delivering on clearly defined, realistic client expectations.As a licensed investment professional, Sara has the freedom and flexibility to select from a wide range of products and services. Sara’s compensation amounts to a fee that is based on the value of the client’s portfolio. The more it grows, the more you both make.And here you can learn about the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled independent financial professionals to pursue your financial goals.

Listed skills include Strategy, Risk Management, Series 7, Investment Advisory, and 16 others.

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  Senior Wealth Manager

  Prospera Financial

  1986 - Present

  Wealth accumulation and preservationRisk management and income maximizationMarket analysis and strategyTax efficient strategiesPersonal portfolio development