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Meet Sara

With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Menda Beck

Client Coordinator

713-402-6447

713-402-6447

menda@sarawealthmgmt.com

I am a Houston native and mom of 3. As the assistant to Sara, I am dedicated to providing efficient and reliable support to help streamline tasks and increase productivity. With excellent organizational skills and attention to detail, my goal is to ensure smooth operations and assist in any way possible to help achieve success. 

When I am not working or spending time with my kids, I enjoy being an active member in my community. I spend a lot of time being apart of small groups at church and organizing woman driven events. 

Sara M. Parrish

Financial Consultant

(713) 402-6468

(713) 461-4760

sara@sarawealthmgmt.com

After graduating from Texas A&M with a degree in Finance, I joined Equitable in May of 2009 as part of the Retirement Benefits Group (RBG) where I specialized in Tax Sheltered Retirement Plans for educators and non-profit organizations. In 2013, I transitioned into Wealth Management where I now specialize in comprehensive financial planning services and private wealth management. I currently work with successful professionals, families, entrepreneurs and small businesses. My passion really lies in seeing someone’s entire financial picture, fitting all of the pieces together in the right place, and watching my clients thrive. I believe that the most important piece is having the appropriate type and amount of insurance to protect that picture.

What drives me and defines my business principals is changing lives through proper financial coaching. I grow daily by helping others realize their dreams of attaining wealth, which looks different for each individual. Having wealth means that you are being a good steward of your finances and able to live the life that you always dreamed of living. Maybe that is traveling with your family, maybe that is being debt free, maybe that is retiring early or starting your own business… I simply hope to share what I have learned through this profession and my own experience and pray that it makes a difference to others.

When I am not working, I am living the regular mom life trying to raise two little and two big(ish) humans and sneaking in travel with my husband whenever we can get it. My husband and I attend and serve at our church, Neartown Church. We love this city and especially love our neighborhood, Oak Forest. I lead a study group for the other women advisors in my organization. I love to read, workout, travel, experience good food and spend time at home with my family. Our favorite times are spent in our backyard playing or eating ice cream on the couch watching a movie. We also go to A LOT of Aggie football games.

I look forward to getting to know more about you!

To schedule time on my calendar, please follow this link: https://calendly.com/sara-parrish

 

I am licensed in Texas, Arizona, Florida, Ohio, Louisiana and New York.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.