Sandy Frey Email & Phone Number

With over 19 years experience in the financial services industry, Sandy is a problem-solver who helps clients organize their financial affairs and then work with them to develop a plan that allows their income and their investments to support their desired lifestyle. She assists clients in identifying and prioritizing their various goals – including estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income – then developing strategies that may be customized to fit their personal circumstances and their own unique feelings and attitudes. Sandy is also a firm believer in paying close attention to both sides of a client's balance sheet, which is why she offers access to a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, we can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives Sandy works hard to gain clients' trust and is committed to helping optimize their resources so they can make the most of what they have. Sandy holds the Chartered Retirement Planning Counselor™, CRPC™ designation.Sandy believes in giving back to the community and has served on the boards of Tidewater Rotary Club, Mid Shore Pro Bono, Junior Achievement of Talbot County, and is Past President of the Chesapeake Women's Network. She is also has been an active volunteer with Habitat for Humanity Choptank and Talbot Hospice Foundation.NMLS - 1170538*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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  Senior Financial Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Jan 2014 - Present

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  Goucher College

  Attended No Diploma Conferred