Sarah brings 22 years of financial services experience across revenue, operations, and compliance, with particular depth in compliance supervision, branch management, advisor transitions, and financial planning implementation; she joined the firm in 2021.
Before Oyster, she served as Director of Investment Services at First Horizon Advisors, leading the Wealth Services division and overseeing all brokerage operations, advisor support, and branch activity. Earlier in her career, Sarah held senior roles at Raymond James spanning branch management, regional advisor transition management, and client and branch services, and served as Senior Vice President of Practice Management at Morgan Keegan. At CRC Oyster, she serves clients as outsourced CCO, conducts annual compliance audits and branch exams, develops and tests AML programs and written supervisory procedures, advises on vendor negotiations, and has been retained as an Expert Witness.
Sarah holds a Bachelor of Arts in Finance from the University of Memphis, holds the CFP® designation, and maintains Series 4, 7, 10, 14, 24, 53, 63, and 66 securities licenses.
