Sarah Dixon made a career change in March 2005, when she left employment at Abbott Laboratories/Hospira and joined Roger G. Taylor & Associates as a Client Services Coordinator. After completing the licensing process, she transitioned to a Financial Consultant in January 2009.
She has thoroughly enjoyed working with clients of the firm, and receives great satisfaction from helping individuals fulfill personal dreams and wishes they have for themselves and for their families. She believes every day brings something new, as every prospect or client has a different situation that requires attentiveness and advice. She desires to provide that personalized service to each client’s financial needs.
Sarah is married to Phil Dixon and they have two sons, Philip V and Cameron.
Education:
UNC-Chapel Hill - B.A. in Communications May 2003
Licenses:
FINRA Series 66 and 7 securities registrations
NC Life, ADD, Medicare Supplement/Long Term Care
Professional Education:
Leadership in Life Institute (LILI) 2009
Profession Associations:
Member of NAIFA (National Association of Insurance & Financial Advisors)
Leadership:
The Junior Guild of Rocky Mount Sustainer
Rocky Mount Chamber of Commerce - Board of Directors
Industry Awards:
Qualifying Member of the Million Dollar Round Table
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Taylor Financial Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.