Sara Simpson

Background

About Sara Simpson

Sara Simpson is the Senior Vice President and Client Relationship Director with Quintus Investment Counsel, a branch office of Raymond James Financial Services, a role she's enjoyed for 10 years. In her role, Sara directs the firms'​ ongoing relationship with both institutional and corporate clientele as well as the firm's private clients. For the firm's institutional and corporate clients, Sara provides retirement plan design and implementation guidance to help establish and maintain a plan that is advantageous for both employer and employee. Additionally, Sara works with the firms'​ institutional and corporate clients'​ management and investment committees to help ensure they are meeting their plan fiduciary responsibilities. Sara is an active member of the National Association of Plan Advisors (NAPA). For Quintus'​ private client division, Sara has oversight for client communications as well as intermediary relationships. Prior to her current role, Sara was the Operations Director for the local branch of a nationally recognized independent broker dealer. Sara is a firm believer in supporting local non-profit organizations. Sara serves as a Board of Director for Hillsides Home for Children. She also serves on the Hillsides gala committee. In addition, she actively supports the Pasadena Cancer Support Community (CSC), Crystal Stairs, Inc, among others. During her free time, Sara enjoys photography and is an avid equestrian, formerly riding dressage and hunter jumpers competitively. For important disclosure information, please see "Social Media Disclosure"​ link in the "Contact Info" section.