Sarah Man is Second Vice President - Wealth Management at Morgan Stanley Smith Barney. She brings to our organization a wealth of experience and dedication in her field. Her list of accomplishments includes:

Associations

• California State Bar - San Francisco, CA
• Post University Business Advisory Council - Member
• Waterbury Chamber of Commerce - Member
• Jane Doe No More - Board Member
• Asian American Bar Association of New York - Emeritus Member

Education and Licensing

• BA - Economics University of California, Berkeley - Berkeley, CA
• J.D. - University of California, Hastings College of the Law - San Francisco, CA
• Series 7 - General Securities Representative
• Series 66 - Combined Investment Advisory Agent & Uniform State Exam
• Life, Variable Life & Variable Annuity Licensed in CT & NY

Associations

• California State Bar - San Francisco, CA
• Post University Business Advisory Council - Member
• Waterbury Chamber of Commerce - Member
• Jane Doe No More - Board Member
• Asian American Bar Association of New York - Emeritus Member

Services

• Asset Management
• Business Planning
• Cash Management
• Estate Planning
• Financial Planning
• Fixed Income
• Lending Services
• Long Term Care Insurance
• Municipal Bonds
• Retirement Planning
• Wealth Management
• 529 Plans

Sarah currently serves on the board of directors for Jane Doe No More, Inc.