Wealth Advisor, Vice President @ BB&T Wealth (May 2013 - April 2020)
Financial Advisor, Assistant Vice President @ (August 2011 - May 2013)
Assistant Vice President and Retirement Plans and Mutual Fund Specialist @ (May 2006 - July 2011)
Sales Assistant @ (March 2005 - May 2006)
Administrative Assistant @ (February 2004 - March 2005)
Teller, Teller Mentor @ (June 2001 - February 2004)
Sara Johnson Education
Averett University
Bachelor of Business Administration (Business Administration and Management, General)
2003-2006
Virginia Commonwealth University
Biology (Dental Hygiene)
1999-2002
Sara Johnson Skills
Customer Relations
Series 7
Wealth Management
Financial Planning
Insurance
Customer Service
Investments
Retirement Planning
Word
Excel
Retirement
Securities
Finance
Mutual Funds
Strategic Financial Planning
Financial Advisory
Banking
Financial Services
Microsoft Excel
Microsoft Word
Portfolio Management
PowerPoint
Strategic Planning
Strategic Financial
Sara Johnson Summary
Sara Johnson, based in Glen Allen, VA, US, is currently a Senior Vice President, Private Client Advisor at Bank of America Private Bank. Sara Johnson brings experience from previous roles at South State Bank, BB&T Wealth and BB&T Scott & Stringfellow. Sara Johnson holds a 2003 - 2006 Bachelor of Business Administration in Business Administration and Management, General @ Averett University. With a robust skill set that includes Customer Relations, Series 7, Wealth Management, Financial Planning, Insurance and more. Sara Johnson has 1 emails and 2 mobile phone numbers on RocketReach.
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