Saundra Gardner

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Saundra J. Gardner, CFP^®, CPFA^®
Senior Vice President
Wealth Management Advisor
Senior Portfolio Advisor
The Gardner Group

Saundra has over 19 years of experience in creating wealth management strategies. Saundra has been with Merrill Lynch Wealth Management since 2007 joining the organization from Smith Barney, Beverly Hills where she worked actively as a Senior Investment Management Consultant.

Her knowledge and commitment to the industry have taken her to markets in New York, Chicago, Miami, and Los Angeles in capacities of a Branch Manager, a Licensed Securities Principle, and as a Registered Investment Advisor. All of these positions allowed her the opportunity to oversee the activities of individual bankers and advisors.

Saundra is a CERTIFIED FINANCIAL PLANNER^™ certificant, a designation awarded by the Certified Financial Planner Board of Standards,Inc. She is also a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from her experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.

She helps clients plan for their retirement utilizing longevity strategies designed to help her clients make it through retirement and beyond so they don't outlive their resources. As a CFP^® Certificant, she focuses on legacy planning techniques to transfer wealth in the most tax efficient manner utilizing trusts and gifting techniques.



I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.