Sandy joined Steward Partners in 2021 as a Client Administrative Manager at our Charlotte, NC office. She has worked closely with Terry Estes since 2009, and during that time, she has established meaningful, long-term relationships with our clients. These relationships are essential for our clients to feel comfortable approaching us with any questions or needs.

Sandy has built a reputation as the go-to person when something needs to get done. She thoroughly understands the financial services industry and has the knowledge and skills to find the appropriate solutions for our clients. She works hard on behalf of all our clients and is accustomed to listening to both our clients and staff, resolving issues, and anticipating future needs.

Additionally, Sandy plays a vital role in the efficient operations of our office. From preparing reports to processing documents, problem-solving, ensuring our office meets all compliance rules and standards, and handling administrative duties, Sandy has a keen understanding of the pulse of our office and aims to continually improve the client experience.