Sara Schwartz

CEO at Webull Advisors

Speaker

Sara Schwartz is the CEO of Webull Advisors. Sara assumed the role in July, after serving as the Chief Compliance Officer since 2022. Her key focus areas include enhancing digital investment solutions, expanding client engagement through personalized financial strategies, and driving growth. Her vision is to position Webull Advisors at the forefront of the RIA industry, fostering a culture of transparency, technological advancement, and exceptional client service. With a robust background in financial regulation and strategic management, Sara also led compliance teams at MEMBERS Trust Company, MTC Wealth Management, and Raymond James.