Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Sandy is a registered 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 (CRPC®) 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 Lynch 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. She is a dedicated and active member of the community, currently serving as a board member of MidShore Pro Bono, Eastern Shore Experiential Learning Center, and Junior Achievement of Talbot County, and assisting with fundraising activities for Dorchester Chamber of Commerce, Habitat for Humanity Choptank, Talbot Goes Purple and Tidewater Rotary Club of Easton. She is also a member of the Maryland Comptroller’s Business Advisory Council. 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.
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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.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.