Sarah Equils
Associate Wealth Advisor

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Sarah is an Associate Wealth Advisor in the Summit, NJ office and is responsible for providing a personalized wealth management experience by partnering with Beacon Pointe’s investment and financial planning teams. Her duties include asset allocation modeling, investment strategy implementation, portfolio performance reporting, and client services. Prior to Beacon Pointe, Sarah worked as a financial planner at a partnership in Red Bank, NJ, where she applied her problem-solving skills to clarify the complexities of retirement, education, and legacy planning through a tax-centric approach. Her background also includes years of banking and social work experience. She holds a Bachelor of Business Administration from Campbell University. Sarah resides in Wall, NJ, with her fiancé, David, two children, Jack and Abby, and their best (furry) friend, Dexter.