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Whitney & Company - Invesment Management & Wealth Planning

Sarah Stymus

Sarah Stymus

VP - Financial Planning

Sarah Stymus brings over 18 years of diversified experience in the financial industry to her role at Whitney & Company. Since embarking on her career in 2006, Sarah has honed her expertise across various domains, including lending, banking, client services, and investment management.

Before joining Whitney & Company in 2024, Sarah served as a Financial Advisor at Sage Rutty & Co. and as a Private Client Banker at JP Morgan Chase. It was in these roles that she discovered her passion for financial planning and helping individuals and families achieve their financial goals. Sarah’s academic background includes a Bachelor of Science in Criminal Justice from SUNY Brockport, providing her with a unique perspective on risk and compliance within financial operations.

Outside the office, Sarah is a devoted mother to her two daughters, with whom she shares her love for the outdoors through hiking, kayaking, and exploring new adventures. She is also a committed volunteer and supporter of several charitable organizations, including Cure Childhood Cancer, Camp Good Days and Special Times, ABVI, and St. Jude’s Children’s Research Hospital.

Sarah looks forward to being an invaluable resource for families and clients, guiding them towards building a robust financial future. Her commitment extends beyond immediate financial needs, focusing on long-term strategies that empower her clients to achieve their goals and secure their financial independence. At Whitney & Company, Sarah is not just a financial advisor but a dedicated partner in your financial journey.

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