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portrait of Sarah J Atkins
FINANCIAL ADVISOR

Sarah J Atkins

CFP®, ABFP™, AAMS™
8255 C East Main Street, Marshall, VA 20115opens in a new window
Referrals Only
CallSend Me a Message

About Sarah

I have been a financial advisor with Edward Jones since 2005 and became a limited partner in 2015. I earned my CFP® certification in 2017, which holds me to a higher standard of knowledge, ethics and professionalism in my work.

I enjoy working collaboratively with clients to develop and implement their financial strategies. While I have an established process, it pleases me to personalize plans to match a client's specific needs, wants or individual preferences. I take pride in explaining things in a manner that makes them clearly understood. While most of my clients are working toward either retirement or legacy...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Sustainable investing
  • Portfolio Reviews

Work History

  • Edward JonesMay 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Carnegie Mellon UniversityBachelors

Personal Interests

  • Horseback Riding
  • Hunting
  • Animal Rescue
  • Farming
  • Yoga

Team Members

  • Christi Hitt
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(540) 364-2359

Fax

(866) 445-1352

Office Address

8255 C East Main Street
Marshall, VA 20115opens in a new window

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