Sara Jean Veatch, CFP®

With more than 15 years of experience in wealth management and financial services, Ms. Veatch brings a strategic approach to generational wealth planning and asset allocation, with an emphasis on complex financial planning for high-net-worth individuals. Ms. Veatch is currently working to obtain her Certified Divorce Financial Analyst designation. Before joining Oakworth, she worked for four years at Truist, most recently as wealth strategist and senior vice president in Charlotte. She began her career in private banking at Wells Fargo, first in Charlotte and then in California.

Ms. Veatch and her husband, Justin, have three children: Auggie, Amelia and Harrison. The family has two dogs, Lily and Bauer.

She serves on the Saint Luke’s executive board; and serves on the boards of Dilworth Little League and Colonial Village. Ms. Veatch stays active when she isn’t in the office, enjoying pickleball, tennis, golf, going to the beach and touring Charlotte on foot to discover the many parks, restaurants, and attractions that Charlotte and Central Carolinas has to offer.

Learn more about the rest of our Central Carolinas team here.


  • Queens University, NC Certified Financial Planning Program
  • East Carolina University, bachelor of arts, business management
  • Certified Financial Planner

Core Disciplines

Client Support