Meet Our Team

Sarah Smith, Financial Adviser

My name is Sarah Smith and I am a local Financial Adviser in Volusia County, Florida. I am a Daytona Beach, Florida native and am proud to serve our community (as well as the neighboring communities).

I received a Bachelors Degree from the University of Central Florida in Marketing & Business. I hold a 2-15 insurance license as well FINRA Series 6, 63, 7 & 65 licenses.

I love to surf, archery hunt, work out, listen to podcasts and watch stand-up comedy. Read my full bio here

 

Sher Ramkissoon, Client Services Coordinator

Sher Ramkissoon, Client Services Coordinator for Eagle Strategies LLC

Sher is our Client Services Coordinator who joined the team in 2018. Sher graduated from Montclair State University located in Montclair, New Jersey with a Bachelor of Arts Degree in Political Science and Pre-Law.  

She grew up in New Jersey but moved to Florida with her husband and daughter a few years ago. Since then she has been blessed with another little girl. Sher enjoys going to the beach, spending time with family and working. Yes you read that right... Sher loves working!

When she moved to Florida she was in search of a profession that would give her the flexibility to raise her daughters but also challenge her. It was also important that she join a team that let her work creatively in order to help the business become more efficient and successful.

Since working together she has helped our business not only grow, but still maintain the ability to provide excellent service to our clients. Sher is a great example of a strong mother who values having a career but also raising her children and be there for them. She is a great role model for her daughters and we are lucky to have her.

 

Working with our team

We understand the importance of transparent communication and understanding what role our clients want us to play in their financial planning. We value working with them as a team and involving them in the planning process. Then they can learn and feel empowered by gaining knowledge about finances and insurance. We also understand that many of our clients want us simply to take this project off their hands. Nonetheless, we feel honored and enjoy being a part of the process!

To Schedule a Consultation Call 386.275.1322 or click here. 

 

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