Sally is a Client Services Manager here at Shoreview Wealth Management, where she establishes & maintains client relationships, and provides dedicated service to all of our clients.
Sally has over 20 years in the Financial industry, beginning her career at Saab-Scania of America, Inc. as a Financial Assistant to the VP of Finance. For the past 15 years, Sally has been the Client Services Manager at Longview Investments at Raymond James. Sally graduated from Quinnipiac College with an Associates Degree in Business Management.
Sally resides in North Haven, Connecticut with her husband Chris, and her two daughters Rebecca and Rayanne. She enjoys spending her free time surrounded by her loving family and her two dogs Cinnamon and Ginger.