Merrill Lynch Financial Advisor Sandy Frey

Merrill Lynch Financial Advisor Sandy Frey is a dedicated finance institution located at 114 Bay Street, Easton, Maryland, United States. Sandy is a highly experienced Financial Advisor with expertise in estate and tax planning services. She holds various FINRA registrations and designations, including the Chartered Retirement Planning Counselor (CRPC). Sandy is also a National Insurance Producer and NMLS Registered Agent. With over twenty years of experience in the financial services industry, Sandy is committed to helping clients achieve their long-term financial goals. Her personalized approach includes building and managing customized investment strategies tailored to each client's needs. When working with clients through the firm's Investment Advisory Program, Sandy can manage these strategies on a discretionary basis.

At Merrill Lynch Wealth Management, Sandy and her team focus on building strong client relationships based on trust and personalized service. They believe in putting the client first, understanding their goals and priorities, and helping them navigate through life's financial complexities. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Sandy can create a financial approach that reflects each client's unique needs and situation. She believes in ongoing communication and collaboration to ensure that clients stay on track towards achieving their financial goals.

As a Merrill Lynch Wealth Management Advisor, Sandy is registered to do business in multiple states across the United States. She is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients pursue their goals. Whether it's planning for retirement, saving for a home, or passing wealth to future generations, Sandy is committed to helping clients achieve financial success. With access to the resources of Merrill and Bank of America, Sandy can offer a tailored approach to address each client's financial needs. Let Merrill Lynch Financial Advisor Sandy Frey help you achieve your financial goals and secure your financial future.