Sandra A. Stickney, CFP®
Director of Client Services

Sandy oversees account maintenance, investment processing, review scheduling, and special client requests. She works in our Lake Mary Headquarters and coordinates and oversees all Client Service Associates.

Sandy’s previous experience includes working in both the banking and financial service industries. She graduated from the University of Central Florida with a Bachelor of Science in Business Administration in Finance. She is a CERTIFIED FINANCIAL PLANNERTM certificant and holds a Series 7 registration through LPL Financial.