Sandra Morelli Email & Phone Number

As a Regional Director and Private Wealth Advisor at Capital Group Private Client Services, I work directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. I am also a Portfolio Specialist, acting as a liaison between portfolio managers, other Private Wealth Advisors, and clients. Furthermore, I help nonprofit foundations and endowments to realize their long-term financial objectives through effective planning and investment management. Lastly, I speak at a wide range of industry conferences and professional organizations.Capital Group Private Client Services is a privately-owned wealth management firm committed to delivering premium, personalized service and superior long-term investment results to a select group of wealthy individuals, trusts, and foundations. We are backed by the global resources of Capital Group—one of the world’s oldest and largest asset management firms, with nearly 8,000 employees in offices around the world and $2.0 trillion under management. Learn more about Capital Group Private Client Services at www.capitalgroup.com/pcs.Assets under management as of December 31, 2019. The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. Not all of the analysts and portfolio managers featured are involved in the management of Capital Group Private Client Services portfolios.