Sarah Sheldon has been a Wealth Plan Specialist with the Executive Wealth Planning Group since 2007. Sarah is responsible for the creation and maintenance of the Comprehensive Financial Plans and other financial deliverables for the firm’s clients. She graduated Cum Laude from Georgetown University in 1996 with degrees in Sociology and English. Sarah was a member of the NYSE at age twenty five and a Specialist, for seven of the ten years she worked there, for companies such as Bear Stearns, Bank of America and Goldman Sachs. Despite her liberal arts background, Sarah has always had an interest in personal finance and the psychology around financial decision making.
Sarah, an avid skier, also enjoys traveling, discovering wine and honing her skills in the French language. Sarah is married and currently lives in Hoboken, NJ.
Sarah can be reached on 973.285.3521 and via email at ssheldon@sfr1.com