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SALEM FIVE WEALTH ADVISORS - Meet the Team

Sara Levesque   

Client Service Associate

Salem Five Wealth Management, Sara Levesque

Connect with Sara Levesque

At Salem Five Wealth Advisors
Sara Levesque began her career at Salem Five Bank in 2021 as a Universal Banker, where she provided personalized financial solutions to customers and assisted with their banking needs. Her dedication and expertise led to a promotion to Universal Banker II. In 2023, Sara transitioned to Salem Five Wealth Management and Trust as a Client Service Associate. In this role, she supports clients with their investment accounts, facilitates account management, and ensures a seamless client experience. 

Education

  • Northern Essex Community College -associate in science business Transfer
  • University of Massachusetts Boston College- bachelor’s in science business management with concentration in Finance
Personal
Sara resides in Haverhill Ma with her puppy Buggzy. She is currently studying to become a registered Wealth Representative. Sara enjoys playing with her puppy, learning to play golf, and taking trips with her friends and family.



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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:


Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value



The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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