Sadie Morelli is a Client Service Associate at Well Lived Wealth and an essential part of making The Well Lived Wealth Way feel seamless, organized, and genuinely comfortable for our clients.
She supports our advisory team by handling client onboarding, account administration, and behind the scenes coordination—helping streamline the process and ensuring interactions feel thoughtful, smooth, and stress reducing. Sadie has a natural talent for keeping details organized and conversations moving forward, so clients can focus on what matters while she helps reduce complexity along the way.
Sadie brings experience coordinating complex schedules, managing important documentation, and supporting teams in fast-paced environments. She earned her Bachelor of Arts in Film and Digital Media from Baylor University, along with a minor in Business Administration.
Outside the office, Sadie enjoys staying active through strength training, Pilates, and cardio workouts. She is fond of travelling—especially internationally—and has Switzerland, Japan, and Chile high on her bucket list. Sadie also enjoys spending time at the movie theater catching the latest releases, cooking and hosting meals for friends and family, and exploring Houston’s ever-expanding restaurant scene.