Sara Blevins
Senior Wealth Planner, Vice President at Merrill Lynch
Based in Lancaster, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Lancaster
Industry
Financial Services
Company size
35K
Contact information
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s•••••••@ml.com
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Background
About Sara Blevins
Sara joined Merrill Lynch Wealth Management in She earned her Chartered Retirement Planning Counselor™ designation in 2007. Sara leads the team's offering of specialized services such as life insurance, long-term care insurance, annuities, and home financing which is offered through Bank of America, N.A. She also deepens client relationships by playing an integral part in the team's goals based wealth management process. Sara graduated from Penn State University with a B.S. in Finance.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States. NMLS# 711023
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