Sandy is a Financial Advisor committed to client success in all aspects of their financial lives. Sandy has extensive experience in estate and tax planning services and identifies and implements strategies that address a client’s long-term planning needs. Sandy holds the Chartered Retirement Planning Counselor, CRPCTM designation, the Series 7, Series 24, Series 53, and Series 66 FINRA registrations, is a National Insurance Producer for Life, Health & Long Term Care Insurance and NMLS Registered Agent (NMLS ID: 1170538). She is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage these strategies on a discretionary basis.
Sandy has over twenty years of experience in financial services industry. She is a native of Baltimore and currently resides in Cambridge, Maryland. When away from the office, Sandy enjoys boating, traveling and any day at the beach!
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
