Former Executive Assistant to Joe Sgroi, Sandy transitioned into a Financial Planner, providing numerous years of financial planning experience to clients. Sandy is dedicated to empowering her clients with knowledge on mastering their personal finances and achieving their individual goals.
University at Buffalo, State University of New York
Currently holds the following licenses:
• Series 6
• Series 7
• Series 63
• Life, Accident, and Health Insurance
• Notary Public
Has been with Sgroi Financial since 1998
Assistant Contact Information
Check out the background of our investment professionals on: BrokerCheck
Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.
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We are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA