
Sara Westrick
Office Manager & Marketing Coordinator
Sara Westrick graduated from Coastal Carolina University with a Bachelor of the Arts degree in Graphic Design and a minor in Marketing. Upon graduating she moved back to Maryland where she was born and raised. While Sara was seeking a career in her field of studies, she worked at an engineering firm as an Administrative Assistant. After working there for only nine months, she was offered a promotion in the accounting department. Although this wasn’t the direction she intended, she didn’t want to pass up an opportunity. Turns out she found her hidden talent for accounting. Still not fully satisfied, she decided it was time to find a career that incorporated all of her talents.
Sara joined the team at Potomac Financial Group in March 2019. She was captivated by this specific position because it was the perfect collaboration of finances and marketing. Sara wanted to join a team that was genuinely dedicated to helping others. She found that at PFG. She is very happy to be part of the PFG team and is excited about its future.
When Sara isn’t at the office, she enjoys spending time with family, traveling, trying new foods, and anything water related or outdoors. Sara currently lives in Elkridge, Maryland with her husband, Ryan, her son, Carson and dog, Adelaide.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Potomac Financial Group. Potomac Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Please visit https://www.raymondjames.com/legal-disclosures for Additional Risk and Disclosure Information.
© 2023 Raymond James Financial Services, Inc., Member FINRA/SIPC. Privacy Policy