Sandra began her financial services career at Merrill Lynch in 1999. As a founding partner of Blue Ocean Wealth Advisors, she manages our team’s investment portfolios and runs the daily operation of our client portfolio management processes. She works alongside Rob Krebs and Jennifer Duffy to determine each of our families’ appropriate asset allocation and budget for risk. She seeks out the latest information in order to help clients reach their goals as efficiently as possible.
Sandra graduated with honors from Old Dominion University with a degree in finance and has obtained the Wealth Management Specialist designation. She is a board member of the Virginia Musical Theatre and resides in Virginia Beach with her husband, Jason.
Raymond James is not affiliated with the above organizations and/or charitable causes.