Sarah Delaney serves as a Senior Relationship Manager II, where she assists and trains advisors on the platform. She provides ongoing support to advisors to enhance engagement and to ensure a seamless process for their clients.
Sarah’s previous roles include financial advisor at Ameriprise Financial, founder of IRL Financial, a Florida-based RIA firm, and advisor relationship manager at Charles Schwab Institutional.
Sarah holds a bachelor’s degree in political science, with a minor in international affairs, from Stetson University in DeLand, Florida. She is FINRA licensed with Series 7, 63, 65, 66, 9, and 10, and holds a Florida 215 insurance license. In her free time, Sarah enjoys spending time with her husband, Chris, and their three children, Malachi, Abigail, and Hannah. She loves hiking and traveling with her family.