Finance

Sarah Montoya | Financial Advisor, Financial Planning Specialist

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About: Sarah is a Financial Advisor and Partner within The Beverly Hills Millennium Group at Morgan Stanley. Motivated by the value of financial education and sound financial planning. Sarah has built her career around empowering business-owners and families with tailored advice that breaks down the barriers to understanding their personal and/or corporate retirement finances. The Millenium Group has a consciously designed multigenerational team structure, because we believe that just as

any sound business should have a succession plan, so to should your trusted Advisors; the team charged with the responsibility of carrying you to and through retirement, and being accountable to the long term stability of your corporate retirement plan and plan participants. Sarah has a personal connection to the importance of financial education. She provides each of her clients, beneficiaries, and plan participants with the opportunity to truly understand their financial picture by taking the time to educate and communicate on all aspects of their financial life. Sarah has also integrated Socially Responsible Investing through Morgan Stanley’s Investing with Impact platform as an integral part of her business; ultimately to bring both retail and institutional clients the option of investing in accordance with their values and awareness to Environmental, Social, and Governance factors.

Sarah began her career as a Financial Advisor at Merril Lynch where she became registered on the NYSE, NASDAQ, and CBOE exchanges in 2011. She holds the Series 7 and Series 66 Licenses, and is a California Insurance Broker with the capacity also to bring multiple Cash Management and Lending Solutions to her clientele (CA Ins. Lic #0I22293, NMLS 872706).

Sarah currently serves as Chapter Head of The W Source – Beverly Hills Chapter. She graduated UCSD with a Double-Degree in Economics and Political Science. She is a Pi Beta Phi Alumnus, as well as an active member of multiple non-profit organizations in the Southern California area. Sarah is a certified Yoga Instructor, frequents California based car shows, and enjoys hiking, traveling, and football (Go Broncos!). Sarah and her husband, Carlos, live in the Los Feliz area with their dog, Baxter.

Specialties: Since joining Morgan Stanley, Sarah has utilized Morgan Stanley’s vast array of resources; including ongoing collaboration with a Corporate Retirement Director, Private Banker, Morgan Stanley’s Global Investment Committee (The GIC), and Global Investment Management Analysis (GIMA) group. She believes that with Morgan Stanley’s Wealth-Management-First structure, she is able to leverage best in class intellectual capital to provide her clients with unbiased and product agnostic advice across a wide universe of offerings and solutions – free of any conflict of interest.

Quote: "I attribute my success to this: I never gave or took any excuse." - Florence Nightingale

Connect: Contact Sarah at Sarah.Montoya@MorganStanley.com or at (310) 285-2621 or visit her website below!


MEMBER SINCE MARCH 2018
 


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