Sandra Adam Email & Phone Number
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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Sandra Adam Location
- Toledo, OH, US
Sandra Adam Work
- 2003 -now Wealth Management Advisor, Senior Vice President @
- 2001 -2003 Manager, Major and Planned Gifts and Planned Giving Officer @
- 1997 -2001 Financial Development Director @ American Red Cross, Northwest Ohio Chapter
Sandra Adam Education
- Heidelberg College
Masters of Business Administration, MBA
2000-2003 - University of Toledo
Bachelor's Degree
1993-1997 - Notre Dame Academy
High School
1989-1993
Sandra Adam Skills
- Investment Advice
- Income Strategy During Retirement Years
- Income Planning
- High Net-Worth Wealth Planning
- Personal Investments
- Women and Wealth
- Retirment Planning and Wealth Management
- Series 7
- Personal Retirement Strategies
- High Net Worth Portfolio Management
- Customized Wealth Planning
- Wealth Management Adviser
- Wealth and Investment Management
- Piano
- Philanthropic Planning Strategies
- Financial Advisor
- High Net Worth Individuals
- Goals-Based Wealth Management
- Portfolio Design and Construction
- Portfolio Advisor
- Planning for individual retirement
- Family Wealth Management Strategies
- Professional Managed Money
- Total Wealth Management Strategies
- Retirement Incoming Planning
- Retirement Cash Flow
- Retirement and Career Transition Planning
- Asset Management
- Series 66
- Strategic Wealth Planning
- Social Security
- Investment Guidance
- Customized Retirement Planning
- Financial Strategies for Women
- Financial Management Strategies
- Customized Investment Strategies
- College Education Planning
- Business Owner Planning
- Building Net Worth
- Multi-generational Family Wealth Advising
- Money Management
- Liquidity Management
- Investment Portfolio Management
- Investment Personality Assessment
- Portfolio Management and Investment Stratgies
- Structured Finance
- Generational Wealth Planning
- Salesforce
Sandra Adam Summary
- Sandra Adam, based in Toledo, OH, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Sandra Adam brings experience from previous roles at Toledo Museum of Art and American Red Cross, Northwest Ohio Chapter. Sandra Adam holds a 2000 - 2003 Masters of Business Administration, MBA @ Heidelberg College. With a robust skill set that includes Investment Advice, Income Strategy During Retirement Years, Income Planning, High Net-Worth Wealth Planning, Personal Investments and more. Sandra Adam has 2 emails and 2 mobile phone numbers on RocketReach.
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