Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 66
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Sarah Liston is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients for two years. She offers tailored advice and guidance to individuals, families, and businesses, assisting them in implementing thoughtful wealth strategies aligned with their unique priorities. Sarah’s expertise encompasses pre- and post-retirement analysis, cash-flow modeling, portfolio design, liquidity event planning, next-generation wealth transfer, and higher-education savings.
A CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor, Sarah holds a Bachelor’s degree in Business Administration and Social Science from the University of Central Florida. She places an emphasis on understanding each client’s situation through attentive listening and integrated planning to help them achieve their personal and financial goals. Sarah is committed to enhancing financial literacy by communicating her approach clearly, enabling clients to make informed decisions regarding their wealth.
Outside of her professional role, Sarah enjoys cooking, music, reading, spending time with her family, traveling, and watching movies.
Bank Of America, N.A.
2023 - Present (3 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2023 - Present (3 years)
UBS Financial services inc
2008 - 2023 (15 years)
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