Sandra Stein Email & Phone Number

Sandra Stein has nearly 40 years of experience in guiding clients in their quest for financial independence. She strives to assist her clients in achieving their financial, retirement and intergenerational wealth planning goals.Sandy takes great pride in the relationships she creates and maintains with her clients. She recognizes that individuals, corporations and foundations of today want socially responsible investing to be a main focus of their well-balanced financial plans, portfolios and philanthropic endeavors and strives to help them reach this goal.Financial planning is a cornerstone in Sandy’s approach; she enjoys creating Life Plans for her clients and appreciates the opportunity to work with them to achieve their wealth management goals.Sandy is a graduate of CCNY, with BA degree with a major in Political Science. She resides in the Hudson Valley of New York with her husband, John. In her spare time, Sandy enjoys exploring the various historical homes and the biking trails in her area.Disclaimers: © 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.NMLS#: 1282805

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  Senior Vice President, Financial Advisor- The Stoneview Group

  Morgan Stanley

  Jan 1981 - Present - Greater New York City Area, United States

  I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are appropriate for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

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  The City College Of New York

  Political Science