Client Services Specialist
Before joining the team, Sara Doherty had been with Waddell & Reed for over 16 years. In her time, she held roles as the Division Office Associate and the Complex Administrative Assistant. Previously, she worked as a server at Aurelio’s Pizza for 10 years. She has an extensive customer service background and enjoys helping people.
Sara obtained her Bachelor of Arts in Legal Studies Degree from Dominican University. She is an active member of the Alpha Sigma Lambda honor society. Though she grew up in Elmhurst, Sara now resides with her husband and daughter in Berkeley. Sara enjoys running, baking, and spending time with family.
At TriWealth Partners we spend our days focused on the "what if" scenarios of the lives for our clients. Here are some "what if" scenarios of our own:
What if you had the day off to do anything you wanted? What would you do?
Something outdoors with the family.
What if you had the job you wanted when you were 5 years old? What would you be doing?
What if you had to describe yourself in three words?
Dependable, Loyal, and Trustworthy.