Johnathan P Williams, CFP®, CLU®

Financial Advisor

My Team




Sarah S Morales

Associate Financial Representative
Office 919-834-7772

Sarah S. Morales is from Union, NJ where she attended Rutgers University.  She moved to NC in 2010 when she got married and completed her undergrad at North Carolina State University (Go Wolfpack!), receiving a Bachelor's of Science in Molecular and Cellular Development.  Sarah joined our team in October 2016.

Sarah is married to Jorge Morales and they live in Garner with their 2 children, Eliana and Elijah and their dog Ellie.

When Sarah is not in the office she enjoys spending time with her family and actively participates in various church ministries.



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