Sarah Bell Client Services Representative at Mission Wealth

Sarah Bell

In by Mission Wealth

Sarah Bell

Sarah Bell

Client Service Representative

Operations

(630) 402-6589

CONTACT SARAH

"I love providing excellent customer service that is above and beyond what our clients are expecting. The happiness I hear on the other end of the line is what gets me out of bed each morning."

Sarah Bell is a Client Service Representative at Mission Wealth, serving the Operations Region 3. She works closely with her team of Wealth Advisors to prepare new account paperwork and perform ongoing account maintenance for clients. Sarah also acts as a point of contact for clients, addressing their inquiries and providing personalized support throughout their financial journey.

"I love providing excellent customer service that is above and beyond what our clients are expecting. The happiness I hear on the other end of the line is what gets me out of bed each morning."

Sarah Bell is a Client Service Representative at Mission Wealth, serving the Operations Region 3. She works closely with her team of Wealth Advisors to prepare new account paperwork and perform ongoing account maintenance for clients. Sarah also acts as a point of contact for clients, addressing their inquiries and providing personalized support throughout their financial journey.

Learn About Sarah Bell

Professional Background

Sarah Bell has been in client service roles since she began working at 14. Over the years she has loved getting to know all about her client's unique backgrounds and who they are as people. Sarah always tries to make each interaction as personal as possible, which she feels that her clients really appreciate. She loves her position in client services because she gets to connect with new individuals and families on a regular basis.

Personal Pursuits

Sarah resides in Algonquin, Illinois, together with her husband Bryan, their amazing son Carter, and their two lovable animals, dog, Beau and cat, Binx. As they settle into their first "forever" home, Sarah is dedicated to transforming their living space into a personal sanctuary that truly reflects their unique style and taste. Alongside her affinity for decorating, she has also embarked on a culinary journey, eager to explore the art of cooking and create delicious meals for her loved ones.

Community Impact

Sarah and her family have supported the Living Well Cancer Center in Geneva, Illinois, year after year. Their commitment revolves around raising funds to provide cancer patients with invaluable access to an array of free services offered at Living Well, including cooking classes, rejuvenating yoga sessions, and revitalizing spa treatments, among others. Each May, they eagerly join a group of beloved family members and cherished friends, participating in a heartfelt walk to further contribute to the cause.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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