Sandy BoltonCEO and Founder, Wealth Advisor
As CEO and Founder of SanWealth Partners, Sandy brings more than 30 years of wealth management executive experience at Wall Street firms including Bank of America Merrill Lynch, BNY Mellon, Morgan Stanley and Ameriprise Financial. Driven by her desire to utilize her experience to deliver financial security, and her unique understanding of the needs, preferences and concerns of women and their families, Sandy joined Indivisible Partners to deliver customized wealth and lifestyle management to her clients.
Sandy spent her career delivering innovative wealth management solutions to advisors and their clients. This experience is bolstered by strong industry relationships with investment managers, attorneys, tax professionals and other experts.
Sandy holds an MBA, Finance concentration from Fairleigh Dickinson University and a BS, Business from The College of New Jersey and is a graduate of the Securities Industry Institute, Wharton Program.
Sandy is currently Director Emeritus of Expect Miracles Foundation – Financial Services Against Cancer, where she is a strong supporter of the foundation’s work on life-saving research and financial support for young adult cancer survivors.
In her spare time, she enjoys running, strength training, skiing and spending time with her mom, her husband Bill and their blended family of five kids and two grandchildren. Sandy is a former soccer coach/player and a lifelong NY Football Giants fan.