Sarah Hoskins Boone

Vice President–Wealth Management

UBS

Atlanta, Georgia

Sarah Hoskins Boone

Sarah Hoskins Boone's Bio

Sarah Hoskins Boone, CFP®, serves as Vice President of Wealth Management at UBS Financial Services Inc., based in Atlanta, Georgia. With a distinguished career spanning over a decade in financial services, Sarah specializes in multi-generational financial planning for family-owned businesses. Her expertise encompasses retirement income planning, education funding, charitable giving, and estate planning.

Sarah holds a BA in Journalism from the University of North Carolina at Chapel Hill, where she was active in Alpha Delta Pi Sorority. She furthered her education at Kennesaw State University’s Michael J. Coles College of Business, where she currently chairs the Coles College Advisory Board and serves as Vice Chair of the Executive Committee. In recognition of her contributions, she was named an honorary member of Beta Gamma Sigma.

Her professional trajectory began at Wells Fargo Advisors, where she honed her skills before joining UBS in 2013. As a Portfolio Manager and Chartered Retirement Planning Counselor, Sarah integrates bespoke client allocations into comprehensive financial plans, enhancing client wealth and financial stability.

Sarah’s influence extends into academia and community service. She played a pivotal role in establishing the Coles Scholars Program at Kennesaw State University, and she is closely aligned with the Cox Family Enterprise Center, which focuses on transitions in family businesses. Her advocacy for women in finance is evidenced by her founding membership in the “All Bar None” initiative at UBS Atlanta. Additionally, she contributes to the Children’s Healthcare of Atlanta Legacy Advisors Board, working to boost funding for pediatric health projects.

Registered in multiple states, Sarah’s certifications include Series 66, Series 31, and Series 7, showcasing her comprehensive knowledge and commitment to her clients’ financial success.

Sarah Hoskins Boone's Career Background

UBS

Portfolio Manageer
April 2013 – Current
Atlanta, Georgia

UBS, a global leader in financial services, partners with individuals, families, institutions, and corporations worldwide to navigate life’s financial questions through its comprehensive range of services including wealth management, investment banking, and asset management. With a history dating back to 1862 and a team of over 80,000 professionals in more than 50 countries, UBS is committed to fostering a culture of growth and innovation, continuously recognized for its dedication to team collaboration and excellence in the financial sector.

Wells Fargo Advisors

Financial Advisor
October 2010 – April 2013
Atlanta, Georgia

Wells Fargo Advisors provides a full range of investment advice and financial services, offering tailored strategies to help individuals and institutions achieve their financial objectives. With a nationwide network of advisors, the firm is dedicated to building long-lasting client relationships through trust, transparency, and personalized service.

Sarah Hoskins Boone's Media

Sarah Hoskins Boone's Education

University of North Carolina at Chapel Hill

Chapel Hill, North Carolina
Bachelor of Arts
Jounralism
1985-1989

Kennesaw State University – Michael J. Coles College of Business

Atlanta, Georgia
Coles College of Business Advisory Board
Coles College of Business Executive Committee – Vice Chair
Honorary Member Beta Gamma Sigma