Sara Qazi

Sara focuses on strategic wealth planning for entertainers, artists, entrepreneurs and studio executives. As a former music manager and entertainment agent, she translates her experience of managing artists' careers to her current work in helping them make smart choices about their money. “The financial lives of those in the entertainment and music businesses are best served by a financial advisor who understands how these businesses tick,” Sara says. She considers the ‘total’ client, including the structure, sources and timing of their earnings, taxes, lifestyle, industry trends, and the social, mental and physical demands of an entertainment career. By applying her nearly 30 years of experience in both the financial services and entertainment industries, accessing leading edge equity research, and working closely with portfolio managers, Sara confidently stewards her clients' capital. She specializes in building the family balance sheet, so her clients can focus on their family and careers. Remaining a close confidant, Sara is called upon to counsel her clients on a full spectrum of issues beyond investments. “I suppose what I can do for clients is be the ally, the gatekeeper, the foreseer, and the future builder,” Sara says. Most of her clients are very literate in their respective fields of business. However, the language and movement of markets are mainly a mystery, causing anxiety about the unknowns. Sara loves working with clients who are early to investing and have a life of decisions ahead of them. “It engages the advocate/teacher sensibility in me. Seeing a client grow and evolve in their knowledge of financial matters is truly rewarding,” she says. Sara joined Raymond James in 2021. “I chose Raymond James for its culture, its comprehensive investment platform and its sense of responsibility towards the clients we all serve,” Sara says. “If I had to boil it down to a finer point, the Raymond James culture of inclusion and its entrepreneurial spirit impressed me.”