Sarah McCarthy

Sarah McCarthy


Sarah's first financial position was as a telemarketer for Chemical Bank when she was in college. Although this started out as a position that simply fit her schedule and met her financial needs (she was pursuing her BA in English at SUNY Stony Brook), it eventually led her to a full-fledged financial career upon graduation in 1995 - she spent 19 years in banking, working for Chase, Wachovia and Webster Bank.

After having her son, Sarah spent some time working part time at a chiropractic office as a receptionist and office manager. Then, in September 2016, we were fortunate enough to have Sarah make her way to our firm. Thanks to her many years of professional experience Sarah has the financial background to understand what our clients need, and she also has a wonderful demeanor and personality that we know clients will truly appreciate when calling or visiting the office.

When asked what her most memorable experience has been professionally thus far, she explained that it was when she won a leadership award in 2000, which included a week-long trip to Naples, Florida. A few days after her return she was to be relocated to Rockland County to pursue a branch manager position, and although she was a bit apprehensive about all of the changes happening at once, the trip is one she is truly grateful for as she got to spend time with existing coworkers and future coworkers all at once.

Outside of the office, Sarah spends a lot of her time with her son - typical activities include Legos, drawing, reading and cub scouts.

Phone 516 932 5130