Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 or approved third- party investment managers’ strategies, funds or portfolios. In additional, she holds California Life Insurance license.
*Merrill Lynch Life Agency's California License Number 0522776
Royal High School
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Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer, NMLS #637498
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.