A native Houstonian, Sara Ferrell holds a BBA in Marketing from the University of Houston—Downtown. She began her career in 2010 working with high-net-worth advisors and has since built a robust career supporting both advisors and investment teams. At Invesco, she developed multimedia thought leadership content around investment solutions, deepening her expertise in the industry.

Most recently, Sara worked as a Registered Associate for a multi-advisor practice, where she focused on client onboarding, money movement, account maintenance, portfolio trading, and financial plan creation. She holds FINRA Series 7 and 63 licenses and is passionate about making the client experience as seamless as possible.

At Strategic Financial, Sara is excited to continue supporting clients and looks forward to eventually becoming a financial advisor.

Outside of work, Sara enjoys time with her husband, Matthew, and their two children—Skylar and Cameron. They love the outdoors, sports, and volunteering. Sara has been active in the Houston Livestock Show and Rodeo as part of the Corral Club Committee and has supported the Alzheimer’s Association RivALZ Houston Chapter.