Sandra Holbert entered the financial services industry more than 35 years ago because she saw a need for forthright professionals who would help their clients develop plans designed to achieve their long-term financial goals and objectives.
Specializing in financial planning, Sandra strives first to protect her clients' principal and its purchasing power from inflation and taxation, then works to enhance their investment portfolios through income generation, capital appreciation or both.
Sandra, who joined Raymond James in 1981, earned her bachelor's degree in education from Miami University in Oxford, Ohio, in 1968. A native of Ohio, she and her husband, William, now reside in Palm Beach Gardens. Because of her background in education, she is constantly trying to help clients understand & learn about their financial situations & objectives.
Clients appreciate Sandra's contagious enthusiasm and her genuine concern for their financial well-being.
To benefit from Sandra's wealth of experience and commitment to client service, please call her today for a personal appointment.