Sarahbeth Pipkin

CFP®, Sr. Wealth Advisor

Sarahbeth Pipkin has been working in the financial services industry since 2008. Sarahbeth joined Avidian Wealth Solutions in September 2019. Prior to Avidian, Sarahbeth was with UBS Financial Services Inc. where she began her career as a Financial Advisor.

Sarahbeth strives to provide the highest level of service by drawing on her extensive experience in financial planning to understand her clients’ needs and objectives. She works with individuals and families to create a holistic wealth management strategy that addresses all aspects of their lives. By drawing on the resources available at Avidian Wealth Solutions, Sarahbeth offers clients the ability to integrate their tax and estate planning needs with their investment and financial planning goals. Sarahbeth is passionate about partnering with clients to grow their wealth so they can make the impact they desire on the community and future generations.

Sarahbeth graduated from the University of Texas at Austin with a bachelor’s degree in finance and a minor in accounting from the Mccombs School of Business. She received her CERTIFIED FINANCIAL PLANNER™ (CFP®) education from Rice University.

Sarahbeth and her husband, Taylor Pipkin, have three children, Lucy, James, and Caroline. She enjoys spending time with her family and traveling.

We look forward
to connecting

Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

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