Sandra M. Vargas

Sandra delivers a high-quality level of administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy an extraordinary client experience. She strives for excellence in all her tasks and believes honesty, integrity, and respect are the basis of success.

Sandra supports the business operations of our team, rebalances accounts and provides assistance to the financial advisors in monitoring accounts. Her duties also include daily account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions. She holds the Series 7 and 66 securities licenses.

Before joining our team in September of 2022, Sandra held the role of an International Sr. Registered Client Associate at Wells Fargo Advisors. She has over 24 years of experience in the financial services industry. She graduated with a bachelor’s degree in Economics from Fordham University.

Originally from the Dominican Republic, Sandra was raised in Brooklyn, New York before moving to Miami, Florida in 2007. In her free time, she enjoys traveling, cooking, dancing and listening to music with her husband, Rodrigo Colon, and their beloved twins, Jayden and Crystal Colon.