Sandy Stoll, Cfp®, Crps, Aif

Sandy Stoll, Cfp®, Crps, Aif Email and Phone Number

First Vice President and Wealth Management | SCHEINKER WEALTH ADVISORS @ Janney Montgomery Scott LLC
Baltimore, MD, US
Sandy Stoll, Cfp®, Crps, Aif's Location
Baltimore, Maryland, United States, United States
Sandy Stoll, Cfp®, Crps, Aif's Contact Details

Sandy Stoll, Cfp®, Crps, Aif work email

Sandy Stoll, Cfp®, Crps, Aif personal email

n/a
About Sandy Stoll, Cfp®, Crps, Aif

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~

Sandy Stoll, Cfp®, Crps, Aif's Current Company Details
Janney Montgomery Scott LLC

Janney Montgomery Scott Llc

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First Vice President and Wealth Management | SCHEINKER WEALTH ADVISORS
Baltimore, MD, US
Website:
janney.com
Employees:
2579
Sandy Stoll, Cfp®, Crps, Aif Work Experience Details
  • Janney Montgomery Scott Llc
    First Vice President And Wealth Management | Scheinker Wealth Advisors
    Janney Montgomery Scott Llc
    Baltimore, Md, Us
  • Janney Montgomery Scott Llc
    First Vice President/ Wealth Management | Scheinker Wealth Advisors
    Janney Montgomery Scott Llc Jun 2018 - Present
    Baltimore, Md Area
    Scheinker Wealth Advisors manages money for high-net-worth individuals and corporations.
  • Janney Montgomery Scott Llc
    First Vice President/ Wealth Management | Stadium Square Wealth Advisors
    Janney Montgomery Scott Llc Feb 2017 - Jun 2018
    Baltimore, Maryland Area
  • Wells Fargo Advisors
    First Vice President - Investments
    Wells Fargo Advisors Feb 2008 - Feb 2017
    Baltimore Md
    Certified Financial Planner®
  • Smith Barney
    Financial Advisor
    Smith Barney Mar 2006 - Feb 2008
    Baltimore, Maryland Area
  • Legg Mason Wood Walker
    Financial Advisor
    Legg Mason Wood Walker Dec 1989 - Mar 2006
    Baltimore Md

Sandy Stoll, Cfp®, Crps, Aif Skills

Investments Retirement Finance Risk Management Mutual Funds Asset Allocation Investment Strategies Life Insurance Retirement Planning High Net Worth Individuals 403 B Asset Based Lending Long Term Care Insurance

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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