Deirdre Prescott
President @Sandy Cove Advisors, Llc
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WORK HISTORY
President @Sandy Cove Advisors, Llc
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
ABOUT DEIRDRE PRESCOTT
Deirdre is a well respected, seasoned financial professional who uses an integrated and…
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