Sarah Schweppe

Financial Advisor at Wells Fargo Advisors
On the record
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Sarah is a Financial Advisor and a CERTIFIED FINANCIAL PLANNERâ„¢ professional with The Schweppe Group of Wells Fargo Advisors. Sarah graduated from The University of North Carolina - Chapel Hill with a degree in Journalism and Mass Communication. She also received a Masters in Management from Wake Forest University, where she graduated with academic distinction. Prior to joining The Schweppe Group, Sarah was an internal auditor with Bank of America, focusing on investments and wealth management, compliance, and strategy. Sarah specializes in comprehensive wealth management, helping clients build, manage, protect, and transition their wealth. She has been a Wells Fargo Advisors Premier Advisor since 2017, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism. In 2019, Sarah was named by Forbes as a top Next Generation Wealth Advisor in the state of North Carolina.