This is a communication business. We need to be able to listen to clients, verbalize their concerns, and convey these concerns effectively and accurately to the planner.
Sandy began her career in 1987 working for two of Wall Street`s “Big Wire Houses” before joining Carroll Financial in 1994. She holds the Series 7 and 63 securities registrations.
She creates and enhances your experience, as a client, by encouraging open communication, mutual appreciation and respect. Sandy takes a proactive approach in forging strong and lasting relationships.
In 2000, The Registered Representative magazine recognized Sandy as one of the year’s “Outstanding Assistants”.