Sandra Saner is a Managing Director and Private Client Advisor with The Private Bank, Bank of America. Sandra has over 30 years of combined wealth, credit, and investment management experience. She and her team provide strategic financial planning for individuals and families, with a range of sophisticated strategies such as fiduciary investment management, lending, trust services, philanthropic advisory services, gifting and estate planning strategies and private banking.
Sandra draws on her own extensive experience and knowledge, along with her small team of specialists, to focus the vast resources of The Private Bank on the client. She works closely with clients to understand each client's unique goals and perspectives, anticipate issues, guide productive decision-making, and implement and update plans. With a thoughtful and detailed approach, she helps clients manage wealth, including educating the next generation.
Sandra has been with The Private Bank for over 20 years. Previously, she was with a New York-based Private Bank, in Corporate Finance for 12 years with Prudential Capital Corporation, and in investment banking. She holds both an MBA in Applied Economics and a BA with Honors in Psychology from the University of Rochester. She holds the CERTIFIED FINANCIAL PLANNER™ certification, and the Certified Trust and Financial Advisor, Chartered Alternative Investment AnalystSM and Accredited Estate Planner® designations.
Sandra serves on the Brookline Community Foundation's Advisory Committee. She is a member of The Boston Club, Exit Planning Exchange, Association for Corporate Growth, CAIASM Association, Financial Planning Association and Boston Estate Planning Counsel.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*Certified Trust and Financial Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.
*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment AnalystSM Association.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.