Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Expert panelists explore how the rest of the year may be shaping up for the economy and the markets — and highlight the longer-term forces transforming our lives.
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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
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