Sarah Taylor

Associate Wealth Advisor

Meet Sarah

Sarah Taylor is an Associate Wealth Advisor based in Atlanta, Georgia.

Sarah has been with Carson Wealth’s Buckhead office since 2016. She is deeply committed to building strong relationships and delivering thoughtful, dependable support to clients and colleagues alike. As an Associate Wealth Advisor, she plays a key role in guiding clients through retirement planning, education funding strategies, and cash flow and debt management.

A graduate of the University of Tennessee at Chattanooga, Sarah holds degrees in biology and chemistry. Her career path began in the nonprofit medical sector, followed by several years supporting executives in the restaurant industry—experiences that sharpened her organizational skills and sparked a lasting passion for helping others. That same passion ultimately led her to a career in financial planning.

Sarah earned the FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ designation in 2017 and obtained her Series 65 license in 2022.

Outside of work, Sarah loves spending time outdoors—hiking new trails, practicing yoga, and traveling with her husband Greg. She enjoys exploring new places and making the most of life in Atlanta, a city she’s proud to call home.

Carson Wealth

3384 Peachtree Road NE Suite 260
Atlanta, GA 30326
(404) 254-4541