Sarah Moore, CFP® joined Donaldson Capital Management in August 2018 as Director of Financial Planning and Portfolio Manager. An Evansville native, Sarah graduated from Signature School and attended DePauw University where she was a Management Fellow and earned her Bachelor of Arts in Economics & Management in 2008. She enjoys being involved with her alma mater as an active Hubbard Fellow, helping match high achieving students with full time internship and job opportunities.
Sarah has spent her career in the wealth management industry serving families and institutions. In 2008, she joined JPMorgan Private Bank in Indianapolis as an Investment Analyst. As a young analyst during the financial crisis, Sarah learned the importance of risk management in investing. In 2011, Sarah relocated to Nashville, TN and joined Merrill Lynch where she worked directly with families and company retirement plan sponsors providing financial planning and investment management advice. While at Merrill Lynch, she completed her studies to achieve her Certified Financial Planner (CFP®) designation.
In early 2013, Sarah returned to JPMorgan Private Bank to open an expansion market office for the bank in Nashville. For five years, Sarah worked with some of the most successful families in Tennessee. She was responsible for advising families on both their assets and liabilities as well as tax, estate, and philanthropic planning. Establishing a new office while also helping families accomplish their financial goals proved to be one of the most challenging yet rewarding experiences of her career.
In 2018, Sarah and her husband David, who is also an Evansville native and Urologic Surgeon at Deaconess Clinic, returned to Evansville to continue their careers and raise their growing family closer to home. They have one daughter, Elizabeth, and are expecting her sister, Madeline, in December 2018. Sarah loves spending time with her family, exercising, reading, concert-going, and exploring the great outdoors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.