Merrill Lynch Financial Advisor Sandra Conroy

Merrill Lynch Financial Advisor Sandra Conroy, located at 6400 South Fiddlers Green Circle in Greenwood Village, Colorado, is a seasoned Wealth Management Advisor with extensive experience in the financial services industry. With a career spanning over three decades, Sandra has helped clients navigate various market cycles and meet their individual financial goals. She specializes in developing personalized strategies for individuals, families, and businesses, tailored to their short- and long-term objectives.

As a Senior Vice President at Merrill Lynch, Sandra Conroy is dedicated to providing exceptional service and building strong client relationships based on trust and personalized attention. She leverages her industry knowledge and the global resources of Merrill to offer a comprehensive range of wealth management services. Prior to her career in finance, Sandra managed ballroom dance studios and served as a Medic in the U.S. Army Reserves.

At Merrill Lynch Wealth Management, Sandra and her team offer personalized financial planning services through the Merrill Personal Wealth Analysis™. By understanding each client's unique goals and priorities, they create customized investment approaches to help clients pursue their financial objectives while managing risk. With a focus on building a one-on-one relationship and understanding what matters most to each client, Sandra aims to provide tailored solutions that align with their individual needs.

Drawing upon research in behavioral finance, Merrill Lynch offers an Investment Personality Assessment to help clients refine their investing preferences and create a financial approach that reflects their personality and goals. By staying connected with clients and regularly reviewing their financial approach, Sandra and her team help clients navigate life changes and market fluctuations while working towards their financial aspirations.

As a registered financial advisor in multiple states, including Arizona, California, Colorado, and Florida, Sandra Conroy is committed to helping clients achieve their financial goals and live their best financial life. With a focus on personalized service, comprehensive financial solutions, and a dedication to putting clients first, Merrill Lynch Financial Advisor Sandra Conroy offers a holistic approach to wealth management that is tailored to each client's unique needs.