Sandra Bonilla
Financial Advisor
Sandra started her career in the financial industry in the summer of 2011 while attending university. After graduating, she joined Morgan Stanley and subsequently The Voyage Group of Wells Fargo Advisors full time to develop her passion for the Wealth Management career.
Sandra has dedicated herself to helping individuals, families and small businesses with everything from retirement planning, college planning to wealth preservation and charitable giving. She takes the time to examine every element of a client’s financial life — including cash reserves, liability management, investments, employee stock options, insurance, estate planning strategies, and tax-efficient investing strategies.
She provides a high level of personal service to our clients and produces Investment Plans to help clients create a wholesome picture of their financial standing. She also serves as the point of contact for the group. She leads the social media initiative to create new and innovative ways for us to connect with our clients.
Sandra earned her degree in Finance and International Business from Fairfield University. When she’s not helping clients, Sandra has a passion for travel, fitness and enjoys many outdoor activities including running, skiing, and hiking. She lives with her husband in Greenwich, CT. Sandra often combines her love of philanthropy and voluntarism, and serves as financial coach at The Woman’s Development Council as well as serves in the Junior board for LifeBridge CT.
Sandra has dedicated herself to helping individuals, families and small businesses with everything from retirement planning, college planning to wealth preservation and charitable giving. She takes the time to examine every element of a client’s financial life — including cash reserves, liability management, investments, employee stock options, insurance, estate planning strategies, and tax-efficient investing strategies.
She provides a high level of personal service to our clients and produces Investment Plans to help clients create a wholesome picture of their financial standing. She also serves as the point of contact for the group. She leads the social media initiative to create new and innovative ways for us to connect with our clients.
Sandra earned her degree in Finance and International Business from Fairfield University. When she’s not helping clients, Sandra has a passion for travel, fitness and enjoys many outdoor activities including running, skiing, and hiking. She lives with her husband in Greenwich, CT. Sandra often combines her love of philanthropy and voluntarism, and serves as financial coach at The Woman’s Development Council as well as serves in the Junior board for LifeBridge CT.