Sarrah Samraoui, CFP®, CISP, CTS™, CES™, CDFA®
Vice President, Eastern Bank Wealth Management
Sarrah Samraoui manages client portfolios and provides investment, fiduciary, trust, and financial planning guidance to individuals, families, businesses, non-profit organizations, and institutions.
Prior to becoming a Relationship Manager, Sarrah served as the Financial Planning Officer at Eastern Bank Wealth Management providing guidance and developing comprehensive financial plans for clients based on their unique goals and objectives. She has an extensive background in retirement planning and is a Certified IRA Services Professional.
Sarrah has over a decade of experience in the financial services industry. Before joining Eastern Bank Wealth Management, Sarrah held several client-focused positions at Wainwright Bank and Trust.
Sarrah is a Certified Financial Planner™ practitioner (CFP®), a Certified Divorce Financial Analyst™ Practitioner (CDFA®), a Certified IRA Services Professional (CISP), a Certified Tax Specialist (CTS™), and a Certified Estate and Trust Specialist (CES™). She earned a Bachelor’s degree in Business Administration with a concentration in finance from New England College of Business and Finance, as well as a Bachelor’s degree in Economics and Management from University Hassan II in Morocco. She holds a certificate in Financial Planning from Boston University’s Center for Professional Education, and a certificate in Mastery of Philanthropic Solutions in Financial Planning.
Sarrah can be reached at 617-897-1195 or by email at S.Samraoui@easternbank.com.