Sara MillerClient Service Associate
Direct: (425) 531- 7336
Office: (425) 467-1011 ext. 229
Elevating Avier’s Brand by Cultivating Lasting Relationships
As a Client Service Associate, doing what is in the best interest of our clients is a core value of mine—I am a big proponent of the client first mentality. My responsibilities as CSA include onboarding clients and assisting the advisors in delivering topnotch financial planning services. I also work behind the scenes to ensure timely execution of trades, distribution and contributions. Aside from these duties, I help Avier’s Marketing Director plan and implement marketing campaigns.
Currently, I am a senior at the University of Washington, Bothell, where I am pursuing a Bachelor’s degree in Finance. I aspire to have a career as a financial advisor, and I intend to obtain my Series 65 and the Certified Financial Planner designations. Originally a Utah native, I moved to Seattle in 2017 and have adapted well to the lush greenery and waters unique to Washington. During my free time, I love venturing around the outdoors. I enjoy camping, snowboarding, and my all-time favorite, walking my dogs.