Sarah Iadanza Email & Phone Number

Sarah Iadanza

Financial Advisor at UBS | New York City Metropolitan Area

Sarah Iadanza Socials
About Sarah Iadanza

Sarah Iadanza, a dedicated Certified Financial Planner™ at UBS, brings a wealth of expertise in delivering comprehensive financial advisory services to clients across the country. In her current role, Sarah leverages her deep understanding of asset management, retirement planning, and wealth preservation to craft personalized strategies that align with her clients’ unique goals and life circumstances. Her hands-on approach ensures she remains actively engaged throughout every stage of her clients’ financial journeys, fostering strong, trust-based relationships built on transparency and effective communication.

At UBS, Sarah is instrumental in managing complex portfolios, integrating innovative investment solutions, and providing holistic financial planning that encompasses tax strategies, estate planning, and risk management. Her key projects often involve collaborating with high-net-worth individuals to optimize their asset allocation, develop sustainable retirement income plans, and navigate market fluctuations with confidence. Her expertise in sales and client communication allows her to clearly articulate financial concepts and empower her clients to make informed decisions.

Sarah’s commitment to client success is evident in her proactive approach—regularly reviewing and adjusting financial plans to reflect changing market conditions and life events. Her goal is to help clients attain financial freedom by implementing disciplined investment strategies and fostering financial literacy. Through her dedication, industry knowledge, and personalized service, Sarah Iadanza continues to make a meaningful impact in the financial advisory space, guiding her clients toward a secure and prosperous future.

Sarah Iadanza Work
1 experience icon

Financial Advisor at UBS in February 2021 to Present

2 experience icon

Senior Financial Advisor at Merrill Lynch Wealth Management in July 2014 to February 2021

Sarah Iadanza Education

University at Buffalo, July 2026

Sarah Iadanza Skills

Sales

Communication

Asset Management

About Sarah Iadanza's Current Company
Frequently Asked Questions about Sarah Iadanza

What is Sarah Iadanza email address?

Email Sarah Iadanza at [email protected]. This email is the most updated Sarah Iadanza's email found in 2026.

How to contact Sarah Iadanza?

To contact Sarah Iadanza send an email to [email protected]. (updated on March 17, 2025)

What company does Sarah Iadanza work for?

Sarah Iadanza works for UBS

What is Sarah Iadanza's role at UBS?

Sarah Iadanza is Financial Advisor

What is Sarah Iadanza's Phone Number?

Sarah Iadanza's phone (212) ***-*341

What industry does Sarah Iadanza work in?

Sarah Iadanza works in the Financial Services industry.

Sarah Iadanza Email Addresses

Email Sarah Iadanza at [email protected]. This email is the most updated Sarah Iadanza's email found in 2026.

Sarah Iadanza Phone Numbers

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