Sara A. Turner, CFP®, CTFA

Trust Administrator

Ms. Sara Turner rejoined Haverford in 2017 as a Trust Administrator. Sara assists in the administration of individual trust accounts, estates and foundations.

Contact Information

610.995.8781

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Certifications & Education

B.S., Drexel University

Certified Trust & Financial Advisor Certification (CTFA)

CERTIFIED FINANCIAL PLANNER™ professional

FINRA Series 65

Previous Experience

Financial Planner
Hoover Financial Advisors

Senior Investment Officer
The Haverford Trust Company

Affiliations & Memberships

Member
Financial Planning Association

Member
Philadelphia Estate Planning Council

Member
Montgomery County Estate Planning Council

Trust Administration Team

Paul S. Rovner, CPA

Vice President & Chief Financial Officer
610.995.8721

John S. Niles

Vice President, Trust & Estate Administration
610.995.8719

Sarah B. Harrity, CTFA

Director of Trust Administration
610.995.8770

Jacquelyn Meehan, CTFA

Director of Trust Administration
610.995.8747

Melissa Bruner, CTFA

Senior Trust Officer
610.995.8766

Sara A. Turner, CFP®, CTFA

Trust Administrator
610.995.8781

Kimberly Stanton

Trust Administrator
610.995.8761

Judy Stein

Trust Counsel
484.253.6276