Sandra Fleming Email & Phone Number

Achieving high performance during her first year as a young portfolio manager gave Sandra Fleming confidence that she had chosen the right career. “Investments are a highly technical field.,” she said. “Early in my career, I realized I had an affinity for investment management ,and I was encouraged to take the time to absorb what I needed to learn, trust my knowledge and not be afraid to take measured risk.” Thirty years later, Sandra is now the Florida Market Leader for Private Wealth Management. She leads a team of wealth management professionals providing Investment Management, Private Banking, Trust and Estate Services and Wealth Planning from offices in Palm Beach and Naples. Sandra has held leadership positions across the financial management profession. The multi-faceted complexity of wealth management keeps Sandra deeply engaged in her profession. “I love the personal connection of working with clients, and I also find the analytical side of wealth management intriguing,” she notes. “Markets, investments and client circumstances are continually changing and evolving. There is no day when I wake up and say, ‘I’ve learned it all.’ This work allows me to stretch myself and be curious as we collaborate to help clients solve problems.” Sandra’s early success in business was matched by an early appreciation for the critical importance of integrity — “You can’t get it back if you lose it,” and preparation — “Do whatever needs to be done. Don’t be afraid of hard work.”

Listed skills include Strategic Planning, Investments, Portfolio Management, Wealth Management, and 10 others.