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portrait of Sarah Weems
FINANCIAL ADVISOR

Sarah Weems

ABFP™
12865 H G Trueman Rd Ste 2-A, Lusby, MD 20657opens in a new window
Serving clients of all asset levels
CallSend Me a Message

About Sarah

The foundation of our holistic practice begins with developing a personal relationship based on a deep understanding of your unique financial needs and what's most important to you. Using our established process, we'll build personalized strategies to help you work towards achieving your goals and continue to partner together to help keep you on track. Our goal is to ensure you feel understood, in control, informed and secure about your life and finances.

Life's priorities may change – but our relationship and commitment to helping you realize your goals won't.

I was born and raised in Calvert County with very humble beginnings....

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Charitable Giving
  • LGBTQ+ Finances
  • Divorce Finances
  • Insurance & Annuities

Work History

  • Edward JonesApril 2022 to Current
  • JPMorgan Chase BankMarch 2021 to February 2022

Certifications

  • ABFP™

    Accredited Behavioral Finance Professional™

Personal Interests

  • Volunteering
  • Traveling
  • Art Collecting
  • Movies & Entertainment
  • Gardening

Team Members

  • Samantha Morgan
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(410) 394-3686

Fax

(855) 824-0209

Office Address

12865 H G Trueman Rd Ste 2-A
Lusby, MD 20657opens in a new window

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