As the Client Service Manager of the Charleston Office, Sandy initiates her role with our clients by assisting them with the overall process of account openings. She also guides them thru the final steps of their onboarding experience. She oversees the maintenance of existing accounts and all client-related items and requests. Sandy’s warm and inviting personality adds value to the firm in building rapport and sustaining trusting long-term relationships with our clients.
Sandy has over 20 years of experience, including six years at Merrill Lynch and three at RG Capital. She also spent some time at Ziegler, Stifel, and Mass. She holds a Series 63 License. Sandy also serves as our office liaison between our team members and the broker-dealer support teams.
She enjoys being a mom, and at church, Sandy has volunteered as a Sunday School teacher for 14 years. She likes fixing and creating things; working with her hands helps her relax. She especially loves art, hockey, and hiking.