White will work in the Wormleysburg office and help bolster Stonebridge’s growing presence in the York area. With experience in both financial advising and higher education development, she brings a unique set of skills to the new position, including an impressive ability to connect with people.
She praised the Stonebridge approach to wealth management, which she said drew her to the firm.
“Stonebridge creates a structure to ensure none of their clients’ needs fall through the cracks. The directors encourage financial advisors to concentrate on defining their clients’ goals and help them achieve those goals,” said White.
“Sarah’s knowledge, energy and tireless work ethic make her a valuable addition to our team,” said Stonebridge Managing Director Jonathan Freeman, CFP®, CIMA®, CFA. “As an active leader in Rotary of York and other charitable pursuits, she also embraces the community service ethos we emphasize within our firm. We are excited for her to share her expertise with our clients.”
A native of Mississippi, White holds a bachelor’s degree and a Master of Arts from the University of Southern Mississippi, where she also worked for several years as a Program Coordinator. She moved to Pennsylvania in 2009 and spent a decade working in giving and development for private colleges, including Franklin & Marshall College and Lebanon Valley College.
A few years ago, she switched gears, embarking on a career in finance at another local firm, where she most recently served as Director of Client Experience and Financial Advisor. She holds Series 7, Series 66 and Insurance licenses.
White and her family live in York, where she serves on three Rotary of York committees, including chairing the Communications Committee. She has also volunteered for other nonprofits in York, including the United Way, and is a former member of the WITF Community Listening Board.
“I’m excited to join a firm that values community partnerships so highly that they go beyond encouraging employees to be active in philanthropy and even support those causesthemselves,” White said. “I look forward to seeing what we can do together.”
White becomes the 11th new hire in the past two and a halfyears at Stonebridge, which currently has more than $1 billion intotal client assets under management as of July 10, 2023.