Sandy Liotta

Background

About Sandy Liotta

Recently, I visited a cherished longtime client in hospice. Later, I learned I was the last person to see her before she passed. Her daughter told me she felt her mom could let go because she had my reassurance her financial affairs were in order. That served as a powerful reminder that my role and responsibilities go beyond dollars and cents.Since launching my Merrill Lynch Wealth Management career in 1985, I've brought a highly personalized, planning-based approach to clients residing in Towson, throughout Maryland, and 27 other states – many who've been with me for decades. I earned accreditation as a CERTIFIED FINANCIAL PLANNER® professional in 2006 and I was named in 2021, 2020, 2019 and in 2018 to the Forbes "America's Top Women Advisors" list (published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year) and Forbes "Best-in-State Wealth Advisors" list (published annually Jan - April. Rankings based on data as of June 30 of prior year) so I offer a wide range of experience to help clients accomplish their goals.I listen to clients and their concerns and aspirations. With their input, my team and I prescribe strategies that can build confidence. We're also attentive to client families' transition issues – and facilitate meetings with their tax and legal advisors, and specialists at Bank of America and Merrill.Whether a client runs a company, serves a non-profit, raises a family, or a combination, we can help in many ways – from income and estate planning strategies to saving for a child's education. We enjoy aligning each portfolio to individual values, goals and changing circumstances. At The Liotta Osterman Buchinski Group, we embrace a diverse circle of clients. And we take each relationship very personally.