Sandy Stoll, Cfp®, Crps, Aif Email and Phone Number
Sandy Stoll, Cfp®, Crps, Aif work email
- Valid
Sandy Stoll, Cfp®, Crps, Aif personal email
For over 20 years I have worked closely with companies to design and implement retirement programs that will meet their needs. I hold a CEBS (Certified Employee Benefit Specialist) designation which is sponsored by the International Foundation of Employer Benefit Plans and the Wharton School. In addition, I hold a Chartered Retirement Plan Specials Designation as well as an Accredited Investment Fiduciary®.As a Financial Advisor, I work very closely with plan participants and high-net-worth individuals in the areas of portfolio construction, risk management and investment and retirement income planning.I acquired my CFP® ( CERTIFIED FINANCIAL PLANNER™) Designation in 2002.At Scheinker Wealth Advisors, we are dedicated to helping our clients achieve their financial goals – for both today and tomorrow. We provide our clients with comprehensive wealth management services including investment planning and strategic financial and retirement planning. Our team is dedicated to affording our clients a legacy of achievement through a relationship built on trust and success.~Scheinker Wealth Advisors manages over $500 million for high-net-worth clients~
Janney Montgomery Scott Llc
View- Website:
- janney.com
- Employees:
- 2579
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First Vice President And Wealth Management | Scheinker Wealth AdvisorsJanney Montgomery Scott LlcBaltimore, Md, Us -
First Vice President/ Wealth Management | Scheinker Wealth AdvisorsJanney Montgomery Scott Llc Jun 2018 - PresentBaltimore, Md AreaScheinker Wealth Advisors manages money for high-net-worth individuals and corporations. -
First Vice President/ Wealth Management | Stadium Square Wealth AdvisorsJanney Montgomery Scott Llc Feb 2017 - Jun 2018Baltimore, Maryland Area -
First Vice President - InvestmentsWells Fargo Advisors Feb 2008 - Feb 2017Baltimore MdCertified Financial Planner® -
Financial AdvisorSmith Barney Mar 2006 - Feb 2008Baltimore, Maryland Area -
Financial AdvisorLegg Mason Wood Walker Dec 1989 - Mar 2006Baltimore Md
Sandy Stoll, Cfp®, Crps, Aif Skills
Frequently Asked Questions about Sandy Stoll, Cfp®, Crps, Aif
What company does Sandy Stoll, Cfp®, Crps, Aif work for?
Sandy Stoll, Cfp®, Crps, Aif works for Janney Montgomery Scott Llc
What is Sandy Stoll, Cfp®, Crps, Aif's role at the current company?
Sandy Stoll, Cfp®, Crps, Aif's current role is First Vice President and Wealth Management | SCHEINKER WEALTH ADVISORS.
What is Sandy Stoll, Cfp®, Crps, Aif's email address?
Sandy Stoll, Cfp®, Crps, Aif's email address is ss****@****ney.com
What skills is Sandy Stoll, Cfp®, Crps, Aif known for?
Sandy Stoll, Cfp®, Crps, Aif has skills like Investments, Retirement, Finance, Risk Management, Mutual Funds, Asset Allocation, Investment Strategies, Life Insurance, Retirement Planning, High Net Worth Individuals, 403 B, Asset Based Lending.
Who are Sandy Stoll, Cfp®, Crps, Aif's colleagues?
Sandy Stoll, Cfp®, Crps, Aif's colleagues are Kimberly Brown, Peter Hirsh, Lakisha Coker, Christin Neese, Awma®, Sean Callahan, Candice Waxler, Aams®, W. Wallace Danforth.
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