Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Sandi is a Wealth Management Advisor and Senior Vice President and focuses in “Life Planning”, and it is her goal to assist clients with every aspect of their current and future financial needs. This includes creating a personalized investment portfolio, budget analysis, home financing (NMLS# 558574) through Bank of America, N.A., restructuring debt, and retirement planning. She also helps clients focus on legacy planning issues and can work with their personal estate planning advisors.
Sandi is also responsible for researching and selecting various investments including individual stocks, mutual funds, closed end funds, fixed income, ETF’s and the implementation of structured investment portfolios , and takes a holistic approach to each client. She prides herself on her strong follow through in executing her client’s plans, and stresses a long term approach to the investing and handling of personal and business assets. She strives to deliver an exemplary level of service and advice to all clients, and also to become a lifetime resource to those clients who have entrusted her team with their financial well-being.
Sandra began her career in the Financial Services industry in 1978 as a Senior Registered Client Associate. Sandi became a Financial Advisor in 2006 and holds the Series 7, 63, 4and 66 FINRA registrations. Sandi is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios. In additional, she holds California Life Insurance license.
*Merrill Life Agency's California License Number 0522776
Royal High School
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.