Sarah D. McDaniel, CFA, is an advisor to Vanilla, bringing deep expertise in wealth management and estate planning to support the company's enterprise growth strategy.
She built a distinguished career at Morgan Stanley, where she served as managing director and head of the Wealth Strategies Group, Advanced Planning Centers, and Family Office Resources Generalists, leading teams focused on ultra-high-net-worth planning, asset allocation, and specialized areas including art and collectibles.
With her extensive financial services background and strategic insight, Sarah helps advisors deliver more holistic, modern estate planning solutions to their clients.
