Sarah Ogle

Sarah Ogle

Financial Analyst

Followers of Sarah Ogle1000 followers
location of Sarah OgleHouston, Texas, United States

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  • Timeline

  • About me

    Executive Vice President at Equitable Advisors

  • Education

    • University of Texas at Tyler

      2002 - 2006
      Bachelor of Science (BS) Finance, General

      Activities and Societies: National Honor Society, Financial Management Association

  • Experience

    • CVS Caremark Corporation

      Apr 2007 - Apr 2008
      Financial Analyst
    • AXA Advisors, LLC

      Jul 2008 - Jan 2020

      In business since 1859, AXA Equitable is a leading financial protection company and a premier provider of life insurance, annuities and related financial services. AXA Group is #2 in terms of sales according to statistics compiled by Forbes magazine for its Forbes Global 2000 list of the world’s biggest public entities (Diversified Insurance category) for 2012.AXA Equitable Life Insurance Company has been helping individuals develop financial strategies for over 150 years. As a member of the renowned Retirement Benefits Group at AXA Advisors, LLC, I work closely with local school districts and nonprofit organizations to plan for their employees’ retirement goals. In addition, I have many business and individual clients whom I assist with helping build sound financial futures by college planning, risk management, retirement assets, and estate questions. Show less

      • Regional Vice President

        Jan 2015 - Jan 2020
      • Financial Professional

        Jul 2008 - Jan 2020
    • Equitable Advisors

      Jan 2020 - now

      As Executive Vice President in Houston TX, my primary focus is developing our leaders to grow their advisors so that we can serve more people in our communities. As Executive Vice President in Austin, TX, my primary focus was developing our leaders to grow their advisors so that we can serve more people in our communities. After leading my team as Regional Vice President for 6 years, I was promoted to Senior Vice President of our Austin Branch.My goal is to not only maintain personal relationships with my clients, but to also provide leadership and mentoring opportunities for the advisors who wish to take their careers and businesses to the next level.

      • Executive Vice President

        Jul 2022 - now
      • Executive Vice President

        Mar 2021 - Jul 2022
      • Senior Vice President

        Jan 2020 - Mar 2021
  • Licenses & Certifications

    • Retirement Benefits Specialist

      Equitable Advisors, LLC
    • Retirement Benefits Specialist in Tax Sheltered Plans

      AXA Advisors, LLC
    • Series 66

      Financial Industry Regulatory Authority (FINRA)
    • Series 24

      Financial Industry Regulatory Authority (FINRA)
    • Series 7

      Financial Industry Regulatory Authority (FINRA)
    • Texas General Lines: Agent Life, Accident, Health and HMO

      Texas Department of Insurance
  • Honors & Awards

    • Awarded to Sarah Ogle
      Certificate of Achievement Experienced Sales Force AXA Advisors, LLC
    • Awarded to Sarah Ogle
      National Leaders Forum: 2009, 2010, 2011 AXA Advisors, LLC
    • Awarded to Sarah Ogle
      TX/LA Retirement Benefits Group Associate of the Year, 2009 AXA Advisors, LLC