Ann Arbor Merrill Advisor Named 2020 "Top Wealth Advisor Mom"

Sara Wohl, a Senior Vice President and Wealth Management Advisor with Merrill in Ann Arbor, was recently named to Working Mother/SHOOK Research’s 2020 “Top Wealth Advisor Moms” list, which recognize the nation’s best financial advisors who have children living at home under the age of 21. This is the third straight year she has taken home the honor. Sara and her husband live in Ann Arbor with their two children.

Sara has been in the financial services industry since 2005, and joined Merrill in 2011. She graduated from the University of Michigan Ross School of Business. She also earned a Masters in Business Administration and a Masters of Science in Finance from Walsh College of Accountancy and Business. Sara holds both the Certified Financial Planner™ certification and the Chartered Retirement Planning CounselorSM designation.

Sara supports socially responsible investing, and she enjoys working with nonprofit organizations and setting up charitable giving strategies. She holds the Chartered Advisor in Philanthropy® designation. Sara also works with women on planning and investing through many stages of their lives and holds the Certified Divorce Financial Analyst® designation.