Verified recordFinancial Services

Sandy Furrh

Private Wealth Senior Relationship Manager, Assistant Vice President at Merrill Lynch

Based in United States

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Seniority

Vp

Department

Other

Location

United States

Industry

Financial Services

Company size

35K

Contact information

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Email

1 credit

s•••••••@ml.com

Phone

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Background

About Sandy Furrh

I am a Private Wealth Relationship Manager for the Westmoreland Group and hold the Accredited Wealth Management Advisor™ designation. In this role, I provide tailored investment advice to ultra-high net worth individuals and their families. My primary focus is building and maintaining trusted client relationships by taking a personalized and proactive approach to managing every aspect of my clients' financial needs. I frequently interact with my clients' CPAs, attorneys, and other trusted advisors, and am committed to providing all with the highest-quality client experience.I earned a B.S. in Business Administration with a concentration in finance from the University of Southern Mississippi. I am originally from Mississippi and have lived in Atlanta, Georgia since 1987. My extensive financial services background began when I moved to Atlanta and began my career with Merrill. I also bring three years of experience starting a Registered Investment Advisory firm to the team. I am involved in several local outreach programs and am an avid bridge player. I also enjoy spending time with my family, traveling and art & design.*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.

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