Sara Ismart , CRPC™

Lead Client Relationship Manager

About

Sara Ismart is a lead client relationship manager in the College Savings Plans business within Individual Investors. In this role, Sara is responsible for managing the institutional relationship with the Education Trust of Alaska and John Hancock to deliver expertise and capabilities across the firm to enable the plan sponsors and account holders alike to achieve their education savings goals. Sara is a vice president of T. Rowe Price Associates, Inc., and T. Rowe Price Investment Services, Inc.

Sara has been with T. Rowe Price since 2006, beginning in the Owings Mills Investor Center as a branch manager leading sales and retention efforts for retail investors looking for comprehensive financial guidance, including retirement, investment, and college planning expertise. She also has held several progressive roles across the firm's retail sales and intermediary distribution business areas supporting a variety of client needs.

Sara earned a B.A. in communications from Elon University. She also has earned the Chartered Retirement Planning CounselorSM designation from the College of Financial Planning and is a Series 7, 63, 65, 24, and 51 registered representative. She currently is the chair of the conference committee of the College Savings Foundation.

Education

  • B.A., Elon University
At a glance Years at T.Rowe Price 20 Years of investment experience 20

4335945