Deirdre Prescott

President @Sandy Cove Advisors, Llc

Cohasset, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2010 — Present

President @Sandy Cove Advisors, Llc

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Founded Sandy Cove Advisors in 2010. Sandy Cove is a boutique financial advisory firm that delivers a full spectrum of customized wealth management services, with a focus on investments, financial planning and family office solutions. We advise clients on wide range of financial matters, including investments, estate and succession planning, major life transitions, philanthropic and charitable planning, income tax, insurance, cash flow, divorce planning and elder care issues. Serve as Personal CFO for select group of families: organizing financial affairs, setting priorities and executing on deliverables. Collaborate as an integrated member of client\'s advisory team.

SKILLS

Succession PlanningAsset AllocationIncome TaxFamily OfficeMutual FundsManagementStrategic Financial PlanningSeries 63Financial AdvisoryFamily BusinessSeries 7WealthBloombergDivorce PlanningRetirement PlanningHedge FundsTrustsPrivate BankingInvestment ManagementWealth ManagementHigh Net Worth IndividualsFinraInvestmentsStrategyMarketingAsset ManagementEquitiesFixed IncomeFinancial AnalysisFinancial ServicesLoansInsurancePortfolio ManagementEstate PlanningNew Business DevelopmentMergers & AcquisitionsEtfsAlternative InvestmentsSecuritiesFamily Office Services

ABOUT DEIRDRE PRESCOTT

Deirdre is a well respected, seasoned financial professional who uses an integrated and…

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Deirdre Prescott — President at Sandy Cove Advisors, Llc in Cohasset, MA, US | Unifers