AeroLeads people directory · profile
Sara Dicamillo Ferrell Email & Phone Number
Client Services Director
at
Strategic Financial Services Houston
1 work email found
@invesco.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Services Director
Location
Houston, Texas, United States
Company size
Who is Sara Dicamillo Ferrell? Overview
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Quick answer
Sara Dicamillo Ferrell is listed as Client Services Director at Strategic Financial Services Houston, a with 12 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at invesco.com and a matched LinkedIn profile for Sara Dicamillo Ferrell.
Sara Dicamillo Ferrell previously worked as Registered Client Service Associate at Wealth Partners Alliance and Registered Client Associate at Wells Fargo Advisors. Sara Dicamillo Ferrell holds Bachelor Of Business Administration (Bba), Marketing from University Of Houston-Downtown.
Company email context
Email format at Strategic Financial Services Houston
This section adds company-level context without repeating Sara Dicamillo Ferrell's masked contact details.
*@invesco.com
68% confidence
AeroLeads found 1 current-domain work email signal for Sara Dicamillo Ferrell. Compare company email patterns before reaching out.
Profile bio
About Sara Dicamillo Ferrell
Registered financial professional with fourteen years of experience in marketing, sales and client relationship management for wealth management firms.
Listed skills include Mutual Funds, Series 7, Series 63, Alternative Investments, and 38 others.
Current workplace
Sara Dicamillo Ferrell's current company
Company context helps verify the profile and gives searchers a useful next step.
Strategic Financial Services Houston
8 roles
Sara Dicamillo Ferrell work experience
A career timeline built from the work history available for this profile.
Registered Client Service Associate
Current
Jan 2022 - Present
Registered Client Associate
I joined The Glasscock Group at Wells Fargo Advisors. The entire team left Wells Fargo Advisors in January of 2022 and joined Wealth Partners Alliance.
Aug 2021 - Jan 2022
Registered Associate
I worked for a team of two financial advisors with $800 million AUM. My primary responsibilities included client experience and outreach, portfolio trading, gifting, segmentation and managing our business development process.
Jan 2020 - Aug 2021
Investment Solutions Advisory Team Associate
Sep 2019 - Jan 2020
Product Marketer
-Partnered with various investment teams to create engaging content for print, digital, email, presentation, video and webinars to promote investment products and thought leadership.-Served as key contact for complex with $70B AUM.-Created value proposition language and branding for new advisory team.
Dec 2016 - May 2019
Internal Sales Consultant
-Utilized consultative selling skills to align investment products (mutual funds, SMAs, UITs, ETFs and CEFs) to financial advisor's client needs.-Produced new territory sales of $500 million annually.-Conducted portfolio and product level analysis, including competitive landscape research using Morningstar and Zephyr reports.
Aug 2012 - Dec 2016
Chairmans Council Senior Representative
-Served as key client services contact for financial advisors with high AUM.-Processed retirement trades on client accounts.
Aug 2010 - Aug 2012
Team & coworkers
Colleagues at Strategic Financial Services Houston
Other employees you can reach at wealthpartnersalliance.com. View company contacts for 12 employees →
LL
Lindsay Lambert
Colleague at Strategic Financial Services HoustonGreater Houston, United States
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JG
Jennifer Gaskin
Colleague at Strategic Financial Services HoustonBirmingham, Alabama, United States
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JG
John Garcia
Colleague at Strategic Financial Services HoustonDallas, Texas, United States
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DS
David Silva
Colleague at Strategic Financial Services HoustonDallas-Fort Worth Metroplex, United States
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JS
John Saalfield
Colleague at Strategic Financial Services HoustonDallas, Texas, United States
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TS
Trent Strong
Colleague at Strategic Financial Services HoustonDallas, Texas, United States
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LH
Lora Hoff
Colleague at Strategic Financial Services HoustonPlano, Texas, United States
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JH
Joshua Hoff
Colleague at Strategic Financial Services HoustonPlano, Texas, United States
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BS
Brittany Smith, Aif®
Colleague at Strategic Financial Services HoustonDallas-Fort Worth Metroplex, United States
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RA
Robin Ankeny
Colleague at Strategic Financial Services HoustonDallas-Fort Worth Metroplex, United States
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Lindsay Lambert
Colleague at Strategic Financial Services HoustonGreater Houston, United States
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JG
Jennifer Gaskin
Colleague at Strategic Financial Services HoustonBirmingham, Alabama, United States
View →
JG
John Garcia
Colleague at Strategic Financial Services HoustonDallas, Texas, United States
View →
DS
David Silva
Colleague at Strategic Financial Services HoustonDallas-Fort Worth Metroplex, United States
View →
JS
John Saalfield
Colleague at Strategic Financial Services HoustonDallas, Texas, United States
View →
TS
Trent Strong
Colleague at Strategic Financial Services HoustonDallas, Texas, United States
View →
LH
Lora Hoff
Colleague at Strategic Financial Services HoustonPlano, Texas, United States
View →
JH
Joshua Hoff
Colleague at Strategic Financial Services HoustonPlano, Texas, United States
View →
BS
Brittany Smith, Aif®
Colleague at Strategic Financial Services HoustonDallas-Fort Worth Metroplex, United States
View →
RA
Robin Ankeny
Colleague at Strategic Financial Services HoustonDallas-Fort Worth Metroplex, United States
View →
1 education record
Sara Dicamillo Ferrell education
FAQ
Frequently asked questions about Sara Dicamillo Ferrell
Quick answers generated from the profile data available on this page.
What company does Sara Dicamillo Ferrell work for?
Sara Dicamillo Ferrell works for Strategic Financial Services Houston.
What is Sara Dicamillo Ferrell's role at Strategic Financial Services Houston?
Sara Dicamillo Ferrell is listed as Client Services Director at Strategic Financial Services Houston.
What is Sara Dicamillo Ferrell's email address?
AeroLeads has found 1 work email signal at @invesco.com for Sara Dicamillo Ferrell at Strategic Financial Services Houston.
Where is Sara Dicamillo Ferrell based?
Sara Dicamillo Ferrell is based in Houston, Texas, United States while working with Strategic Financial Services Houston.
What companies has Sara Dicamillo Ferrell worked for?
Sara Dicamillo Ferrell has worked for Strategic Financial Services Houston, Wealth Partners Alliance, Wells Fargo Advisors, Morgan Stanley, and Invesco Us.
Who are Sara Dicamillo Ferrell's colleagues at Strategic Financial Services Houston?
Sara Dicamillo Ferrell's colleagues at Strategic Financial Services Houston include Lindsay Lambert, Jennifer Gaskin, John Garcia, David Silva, and John Saalfield.
How can I contact Sara Dicamillo Ferrell?
You can use AeroLeads to view verified contact signals for Sara Dicamillo Ferrell at Strategic Financial Services Houston, including work email, phone, and LinkedIn data when available.
What schools did Sara Dicamillo Ferrell attend?
Sara Dicamillo Ferrell holds Bachelor Of Business Administration (Bba), Marketing from University Of Houston-Downtown.
What skills is Sara Dicamillo Ferrell known for?
Sara Dicamillo Ferrell is listed with skills including Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Investments, Asset Management, and Separately Managed Accounts.
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