Sandra S. Presgraves,
CFP®, RICP®, ChFEBC℠, AIF®, MBA (she/her) Wealth Planner, RJFSSandra’s passion for financial planning and investments began early in life. Growing up in a family where her father was a financial professional and her mother was a guidance counselor, she inherited a love for this field. Throughout her career, she has remained dedicated to helping clients achieve their dreams.
Sandra joined Raymond James in March 2023 after an impressive career trajectory. Notably, she spent over a decade as the senior manager of the Advanced Planning Team at Edelman Financial Engines. Before that, Sandra worked as a senior financial planner at Berg Faircloth & Co. in Leesburg, Virginia.
Education has been a cornerstone of her journey. Sandra earned her MBA from Indiana University in 1991 and her BBA from James Madison University in 1989.
Specializing in high-net-worth clients, Sandra has built strong relationships within this niche. Her ability to connect with clients on a personal level and her unwavering commitment to their success make her a sought-after wealth planner.
Outside the office, Sandra enjoys hiking, biking and spending time outdoors. She currently resides in Leesburg, Virginia, but her roots trace back to Maryland. Sandra’s family includes her spouse, Andrew, and their four children: Amanda, Sam, Will and Barton.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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