Wealth Consultant, LPL Financial
An experienced investment professional for more than 21 years, Sandra focuses her business on holistic wealth management and planning for women. She helps women organize and understand their financial lives and guides them along a path toward their goals. Sandra wants women to be comfortable with their financial decisions and helps them to that end.
Formerly, Sandra spent 17 years gaining experience and training at Morgan Stanley Wealth Management. She is a graduate of Wheaton College with a Bachelor of Arts in Economics and is a CERTIFIED FINANCIAL PLANNER ™ and Certified Divorce Financial Analyst®.
Sandra was the recipient of the 2013 Wheaton Alumnae Achievement Award for her professional accomplishments and volunteer community service. She was a panelist for the Women Willpower Summit 2017 and at the Women2Women International Conference 2014 as a “Woman Making Change”. Sandra gave a presentation for the RSA Chapter: Women’s Leadership Forum. Sandra’s speaking engagements also include “Getting Fiscally Fit” for the Greater Boston Wheaton Club and she lectured at the Wheaton College Alumni Leadership Conference. She has been featured in the Boston Globe and the Beacon Hill Times. Sandra is also a contributing author on the Boston Mamas website.
Sandra resides on Beacon Hill with her most valued assets; her husband George and young son Lachlan. She is an enthusiastic urban gardener, adventurous recipe explorer, struggling sailor and squash player. She makes a concerted effort to find time to enjoy her friendships and volunteer in her community. Sandra is President of the Beacon Hill Women's Forum for the 2016-18 seasons.