Next up is Sara Bee - Andovers Co-Chapter Leader
Financial Advisor at Merrill Lynch - The MacDermott Group
Contact Sara at sara.bee@ML.com
Sara helps her clients live their lives the way they envision successfu
lly. It is her mission to understand her clients and their priorities and to help them make educated decisions through the ups and downs of the markets and life. By asking hard, smart questions and carefully listening, Sara works with her clients to design and implement a customized wealth management plan. Sara also educates her clients on Impact Investing, helping them to align their investment portfolio with their core beliefs and values. Sara works diligently to understand all aspects of her clients’ financial lives and, with the help of the vast resources available at Merrill Lynch and Bank of America, strives to ensure they have the means to pursue the goals that matter the most to them.
Sara earned a Bachelor’s Degree in Psychology from the University of Colorado at Boulder. She is a New Hampshire native and currently lives in Manchester, New Hampshire. Sara is passionate about working with Manchester's youth and serves on the Board of Directors of Manchester Police Athletic League and volunteers as a girls lacrosse coach with the Boys & Girls Club of Manchester. Sara enjoys being active in the community and serves on committees for New Hampshire Businesses for Social Responsibility, Queen City Rotary, New Hampshire Tech Alliance, Building on Hope and Manchester Young Professionals Network. Sara loves skiing, live music and Lake Winnipesaukee.