We are pleased to announce Sarah Charles has been promoted to Director. A veteran of the financial services industry with more than 20 years of experience, Sarah is a dynamic, relationships-driven leader who is passionate about helping people and advising her clients to discover financial clarity and peace of mind.
“Sarah’s passion and drive has been evident from the day she joined DHG Wealth Advisors 13 years ago. Her tireless work creating and delivering new initiatives has strengthened our ability to better serve our clients. As an integral part of the DHG Wealth Advisors Leadership team and successful leader of our Charlotte group, we are pleased that she is being recognized with this promotion and congratulate her on this career milestone.” said Will Sneed, President of DHG Wealth Advisors.
In the community, Sarah combines her strong financial knowledge with her passion for helping others. She is committed to helping women navigate life transitions through financial education. Sarah is the President-Elect of the board of Leadership Charlotte and alumna of the organization, which develops volunteer community leadership opportunities across the Charlotte region. Sarah serves on the board of Roof Above, a newly formed nonprofit created when the Urban Ministry Center and Men’s Shelter of Charlotte joined forces to make a greater impact to end homelessness.
She graduated cum laude from Duke University with a BA degree in Economics, and she holds an Accredited Investment Fiduciary® designation from Fiduciary360. Enthusiastic about sustainable and ESG investing, Sarah became one of the first people in the country to attain her Chartered SRI Counselor™ designation in 2019 from the College for Financial Planning.