Sara Munoz
Operations Specialist
“I take pride in helping things run smoothly behind the scenes, building trust through consistency, attention to detail, and a commitment to ensuring every client feels supported and cared for.”
Sara is often the first friendly voice you’ll hear when you call our office. As our Operations Specialist, she keeps everything running smoothly behind the scenes, making sure paperwork is processed, forms are completed, and accounts are always accurate and up to date.
From handling account maintenance and money movement requests to processing client paperwork and supporting day-to-day operations, Sara plays a key role in helping to ensure that every client request is completed efficiently and with care. Her attention to detail and follow-through helps keep both clients and our team on track, making her an invaluable asset to our team.
Sara joined the team in 2024 and transitioned with us from Cohen Financial Management of Raymond James to Cohen Capital. Prior to that, she spent two years at a Raymond James branch in her hometown of Atlanta as a client service associate, building the strong service foundation she brings to her role today.
Education
AB, journalism and mass communication, Georgia State University
More About Sara
Outside the office, Sara enjoys reading, catching the latest movie, exploring Chicago’s ever-growing restaurant scene and attempting to master knitting—one stitch at a time.