Sarah Grecco, CFP®

Senior Consultant / Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Sarah Grecco is a wealth management financial advisor based in Indianapolis, IN.

Sarah helps her clients achieve their personal financial goals in the most appropriate, tax-efficient manner.

She began her career at Charles Schwab in the Financial Consultant Academy in Denver, becoming a financial consultant partner for the firm in Fresno, CA. She then joined Column Capital Advisors, which became part of CAPTRUST.

Sarah earned a Bachelor of Science degree in financial counseling and planning from Purdue University.

In her spare time, she enjoys exploring her city and finding new restaurants, and watching Netflix with her husband, Chris, and their dog, Figment.

 

Education

  • Bachelor of Science degree in financial counseling and planning from Purdue University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Memberships

  • Member, Financial Planning Association
  • Member, Estate Planning Council of Indianapolis

Indianapolis, IN

9100 Keystone Crossing #700
Indianapolis, IN 46240

317.663.6500

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