Sabrina Narula

Sabrina serves as a Client Relationship Manager, providing broad support to both clients and the advisor across day-to-day service needs and account maintenance. In her role, she assists with client onboarding, service requests, meeting preparation, and ongoing coordination to help ensure a seamless and responsive client experience. Sabrina is known for her flexibility, attention to detail, and willingness to step in wherever support is needed.

Sabrina earned her Bachelor of Science in Finance from West Chester University, where she built a strong foundation in financial and business principles while working full-time in a management role. She later earned her Master of Business Administration from West Chester University, further strengthening her business knowledge and leadership skills. Professionally, Sabrina has experience supporting multiple advisors and is highly familiar with LPL Financial, our broker-dealer, through her role as a registered administrative professional. She holds her Series 7 and Series 66 licenses through LPL and Private Advisor Group, and brings a strong understanding of financial securities, brokerage operations, compliance processes, and client service workflows.

Outside of work, Sabrina was born and raised in West Chester, Pennsylvania, where she still resides today. She enjoys spending time with family, friends, her fiancé, and her two dogs, Prince and Rocky. In her free time, she loves trying new restaurants, attending social and sporting events, going on walks, and cheering on the Baltimore Ravens!