Sandra McPeak

Sandra works with clients to help manage wealth through personalized investment planning services including: - tax efficient investment planning and wealth transfer strategies - financial risk and liability management - retirement goals - insurance reviews - pension and Social Security claiming options - trust management services - financial awareness in younger family members Sandra earned a Certified Investment Management Analyst (CIMA®) designation, taught in conjunction with The Wharton School, University of Pennsylvania. She is a Managing Director – Investments, and a Senior PIM Portfolio Manager. Sandra has been recognized by Wells Fargo Advisors as a Platinum Council (previously known as Premier Advisor) every year from 2012 through 2024. With over two decades of experience, Sandra has been interviewed about a wide range of financial topics for articles appearing in US News and World Report, Reuters, The Wall Street Journal, and other media sources. She was selected as one of "Forbes Top Women Wealth Advisors" for 2020, 2021, and 2025, and one of "Forbes Best-in-State Wealth Advisors" for 2021 - 2025.

2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com)

2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21.  2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20.

View award disclosures 

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.