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 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. During her role at Merrill Lynch, she completed a 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.