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Place Trade Financial is a proud member of the triangle community, and we contribute as much as possible to local charities and philanthropic causes.  Here is a partial list of community involvement and awards received in the local and national community.

2008 - Present: Sarah Place currently serves on the statewide North Carolina Council on Economic Education (NCCEE) Board of Directors.

2006 - Present: Komen for the Cure (Race for the Cure) Triangle Affiliate - Co-Chair PR& Communications Committee, Scripts & Stage Management as well as participating in several other committees over the years.

2010 - Sarah Place named CFO of the Year Awards - Business Leader Media

2009 - Sarah Place named Good Samaritan at CFO of the Year Awards- Triangle Business Journal

2008 - Sarah Place selected as Chairman of the Kids Voting Wake County Board of Directors for 2009 after serving as Vice Chairman of the Board (2007-2008)

2008 - 2010: Sarah Place served as a judge for InvestWrite®, an innovative national writing competition, produced by The Stock Market Game program and sponsored by the Foundation for Investor Education.


2007 - Sarah Place named to Top 25 Women in Business - Triangle Business Journal


2007 Sarah Place was named to the Speaking of Women’s Health steering committee in Raleigh.


- InterAct Food Drive

- Susan G. Komen Race for the Cure

- Texas Outlawz sponsor

- Big Bad Ball benefitting Hospice of Wake County


Find out more about our Founder and CEO, Sarah Place


Learn more about retirement planning by visiting some of the links below:

Roth IRA



Traditional IRA

Qualified Plans

Rollover IRAs

Find out how Place Trade can help you get the most out of your college planning by visiting some of the links below:

Coverdell ESA

529 College Savings Plans

UGMA/UTMA Accounts




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