Sandra Devich
Vice President, Financial Advisor, Cdfatm at Morgan Stanley
Based in Los Angeles, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Los Angeles
Industry
Financial Services
Company size
100K
Contact information
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s•••••••@morganstanley.com
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Background
About Sandra Devich
More than twenty years ago Sandy set on a path to do meaningful work to positively impact people’s lives. She set her sights on building a practice as a financial advisor. Her aim was to increase confidence to her clients, and quickly it became her passion, with a strong belief that financial relationships are built on a foundation of trust, integrity, humility and transparency. As a Financial Advisor, Sandy helps clients transition from their working life to their retired life by developing an income replacement strategy, with the goal of living the retirement they envision. A division of Sandy’s practice focuses on women, especially those who are single – never-married, divorced or divorcing, or widowed - either suddenly or over a lifetime. Being a Certified Divorce Financial Analyst® (CDFA™) and weaving her own life story into her practice makes her empathetic to the challenges and fears that many women face, understanding that there are often two sides to financial decisions: the technical and the emotional. She tries to educate her clients to be smart about their money and how it works by building strong, respectful relationships with them. She believes that there is no mystery to it; it takes only a willingness to learn, and an advisor who listens and understands. Sandy holds a BS degree in Business Administration from California State University, Long Beach, and is a past President of the Long Beach Chamber of Commerce Women’s Business Council, where she served on the board for ten years, while also being a board member of the Long Beach Chamber of Commerce. She has been a mentor and board Vice President for Operation JumpStart – a mentoring program for low-income students – and has volunteered for School on Wheels as a tutor for homeless children. She is a fierce defender of the most vulnerable - both human and animal. Sandy enjoys the ocean, the arts, and spending time with her family.
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