What makes you different than others
in your profession?
Sandy Spring Bank has been serving
clients in our community for nearly 150
years and our Private Client Group’s commitment to the wealth, trust and private
banking needs of our clients is unique in
our market. Our scope is broader than
standard investment management services.
Our team of specialists delivers financial
planning, private banking, wealth management and trust and estate administration
services to clients. This interdisciplinary
approach is how we add a new dimension
to our clients’ financial goals and dreams.
What licenses, credentials or other
certifications do you hold – and why
do they matter to your clients?
At all times our professionals are
committed to our clients’ best interests.
From our attorneys—with specialties in
taxation, estate planning, elder care and
trusts—to our Certified Financial Analysts,
Certified Financial Planners, Certified Trust
Analysts, Chartered Financial Analysts,
Commercial Lending, Certified Treasury
Professionals and Certified Public Accoun-
tants, our clients are our top priorities.
What makes your client experience
Sandy Spring Bank’s commitment to
client experience is part of our ethos. It
is not new but rather the continuation of
our Founders’ philosophy regarding the
responsible stewardship of client finances,
the local communities and our employees’
development— helping people realize their
dreams of a better life for themselves, their
children and their community. Specific to
the Private Client Group, that stewardship
involves our team of specialists – often
working with our clients’ outside advisors
– working to ensure our clients’ and their
families’ financial well-being. It is unique in
scope because we are able to deliver scale
and sophistication in a highly personal way.
Private Client Group
7550 Wisconsin Ave.
Bethesda, MD 20814
realize their dreams
of a better life for
children and their
Profiles | Financial Professionals SPECIAL ADVERTISING SECTION