Sarah Whitfield

Sarah Jones

Sarah Whitfield

Operations Manager

Sarah brings an incredible talent for project management to her role as Operations Manager which in turn provides a robust backbone to the firm as the liaison between our clients and our partners. A dependable and trustworthy team member, Sarah’s experience has centered around technology and office support – both of which are enhanced by her attention to detail.

She began her financial career at Merrill Lynch in 2015, after graduating from the University of Texas in Austin with a BA in History and a minor in business. While at UT, Sarah was also a 2011 Big 12 Conference Women’s Rowing Champion. During her role at Merrill Lynch, she quickly completed the rigorous financial advisor training program and earned her Series 7, Series 65 and insurance licensing. As part of the Royal Harbor Partners team, Sarah is currently preparing to sit for her CERTIFIED FINANCIAL PLANNER® exam.

Sarah’s interests include taking ceramics courses at The Museum of Fine Arts, Houston Glassell School of Art and supporting her local independent book stores. She lives in Houston with her husband Matthew.

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