Financial Planner, Investment Consultant, Principal
Current
Jan 2020 - Present
AeroLeads people directory · profile
Sarah Boston Email & Phone Number
Financial Planner, Investment Consultant, Principal
at
Bookends Financial Planning
1 work email found
@raymondjames.com
3 phones found area 727
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner, Investment Consultant, Principal
Location
Indianapolis, Indiana, United States
Company size
Who is Sarah Boston? Overview
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Quick answer
Sarah Boston is listed as Financial Planner, Investment Consultant, Principal at Bookends Financial Planning, a with 8 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 727, and a matched LinkedIn profile for Sarah Boston.
Sarah Boston previously worked as Financial Advisor at Raymond James Financial Services and District Manager at Valic. Sarah Boston holds Bachelor Of Science (B.S.), Marketing from Indiana University-Purdue University At Indianapolis.
Company email context
Email format at Bookends Financial Planning
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{first}.{last}@raymondjames.com
86% confidence
AeroLeads found 1 current-domain work email signal for Sarah Boston. Compare company email patterns before reaching out.
Profile bio
About Sarah Boston
Sarah Boston is a Financial Planner, Investment Consultant, Principal at Bookends Financial Planning. She possess expertise in design, investments, philanthropy, retirement income strategies, multi generational planning and 5 more skills.
Listed skills include Design, Investments, Philanthropy, Retirement Income Strategies, and 6 others.
Current workplace
Sarah Boston's current company
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Bookends Financial Planning
4 roles
Sarah Boston work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Raymond James Financial Services
Independent financial planner collaborating with clients to design a plan suitable for them to pursue their financial goals and matching investment strategies to those plans.Areas of expertise: financial planning, investment management, legacy/estate planning, wealth preservation, asset allocation, IRAs, employer & 529 plans.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Bookends Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.
May 2013 - Jan 2020
District Manager
Supervised 34 financial advisors in Indiana and Kentucky. Responsible for training, coaching and development. Managed relationships with key leadership within group business; K-12, Higher Education, Healthcare focus.
Jan 2012 - Apr 2013
Financial Advisor
Lead advisor for strategic healthcare organization and two strategic K-12 school systems. Top advisor in district rollover assets, consistently exceeded annual goals. Managed service, communication, education and marketing to over 5,000 clients.
May 2006 - Jan 2012
1 education record
Sarah Boston education
-
Indiana University-Purdue University At Indianapolis
FAQ
Frequently asked questions about Sarah Boston
Quick answers generated from the profile data available on this page.
What company does Sarah Boston work for?
Sarah Boston works for Bookends Financial Planning.
What is Sarah Boston's role at Bookends Financial Planning?
Sarah Boston is listed as Financial Planner, Investment Consultant, Principal at Bookends Financial Planning.
What is Sarah Boston's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Sarah Boston at Bookends Financial Planning.
What is Sarah Boston's phone number?
AeroLeads has found 3 phone signal(s) with area code 727 for Sarah Boston at Bookends Financial Planning.
Where is Sarah Boston based?
Sarah Boston is based in Indianapolis, Indiana, United States while working with Bookends Financial Planning.
What companies has Sarah Boston worked for?
Sarah Boston has worked for Bookends Financial Planning, Raymond James Financial Services, and Valic.
How can I contact Sarah Boston?
You can use AeroLeads to view verified contact signals for Sarah Boston at Bookends Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Sarah Boston attend?
Sarah Boston holds Bachelor Of Science (B.S.), Marketing from Indiana University-Purdue University At Indianapolis.
What skills is Sarah Boston known for?
Sarah Boston is listed with skills including Design, Investments, Philanthropy, Retirement Income Strategies, Multi Generational Planning, Certified Divorce Financial Analyst, Retirement Planning, and Wealth Management.
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