Sandra Gilpatrick

Wealth Consultant, LPL Financial

 

Phone: (617) 314-7575

Email: sandra.gilpatrick@lpl.com

 

 

An experienced investment professional for more than 23 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 a speaker for the Society of Actuaries on their webinar Women: Longer Lives, Bigger Burdens in 2020. She presented on Financial Empowerment for Young Women in 2019, for a TEDxYouth talk. She was a panelist for the Spark Collective Inspiring Women Series: Women & Money 2018, Women Willpower Summit 2017 and at the Women2Women International Conference 2014, as a “Woman Making Change.” Sandra was the recipient of the 2013 Wheaton Alumnae Achievement Award for her professional accomplishments and community service. She has been featured in Barron's/MarketWatch, Boston Globe, Exhale Lifestyle and Money.

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 and loves floral design. She makes a concerted effort to find time to enjoy her friendships and volunteer in her community. Sandra was President of the Beacon Hill Women's Forum for the 2016-18 seasons, and also volunteered as Gala Chair in 2019, for the Beacon Hill Civic Association.