Sara Gdowik

Background

About Sara Gdowik

Sara joined Merrill Lynch Wealth Management in 2015. As a financial advisor, she works with clients to understand their needs and goals, as she strives to make their hopes and dreams a reality. Once these goals are defined and quantified, Sara utilizes Merrill's Goals-Based Wealth Management process to implement a financial strategy. These strategies are tailored to each individual with only their best interests in mind. She regularly meets with clients to access progress towards goals and to discuss life events that may impact these established goals or to create new goals. Sara is dedicated to helping clients realize their financial potential. A focus of the Maggs & Associate group is to work with business owners and human resource professionals to provide high-touch service to company retirement plans. Sara works closely with her partners Mark Maggs, David Kim, and Melanie Hnatishion in the service of retirement plans. They are instrumental in the entire process from plan design and implementation to daily plan maintenance and employee education. Sara is a University of Pittsburgh graduate. At Pitt, she received a degree in applied mathematics and a minor in economics. Sara holds her Series 7 and 66 FINRA registrations.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.