About Sara

Sara Egan is an Investment Associate with J.P. Morgan Wealth Management. As a member of the Schickling Group, she provides client service and operational support for sophisticated high-net-worth individuals and their families. Sara's responsibilities include onboarding procedures, executing trades, addressing inquiries and preparing financial reports. She has a reputation for managing day-to-day activities in a steady and experienced manner.

Sara graduated from Siena College with a B.S. degree in Finance. With 15 years of experience in financial services, she began her career in 2004 at Douglas & Co. Municipals, Inc. as a trader's assistant and then moved to Citigroup, Smith Barney, and Morgan Stanley where she developed skills to carefully address individual clients' needs. Sara joined J.P. Morgan in 2018, and is proud to deliver outstanding service. She holds FINRA Series 7 and 66 licenses.

Sara resides in the Point Breeze neighborhood of Philadelphia with her husband Patrick and enjoys running and playing tennis in her free time.

Insights

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