Sandra Bonilla

About Sandra Bonilla

Sandra Bonilla is a Financial Advisor at The Voyage Group of Wells Fargo Advisors. During her time in this role, her main focus has been helping families build and protect their wealth in order to develop a sustainable legacy. Her expertise is in life planning and asset management for high net worth individuals. Her passion is to create a realistic and holistic strategy for her clients that integrate the various aspects of their financial life. Prior to her role as a Financial Advisor she was also a Portfolio Management Associate at Morgan Stanley where she help grow her team’s book of business by initiating prospecting strategies, and pitching portfolios for managed strategy. Over the past 5 years, she has worked with more than 300 clients to help them choose, invest, and manage plans that align with their financial goals. Sandra also emphasizes the need to adjust clients investment plans as their financial goals and needs change. Sandra’s growth and development in the industry has molded her into a strong woman in the financial field and has also allowed her to develop a unique view and skill set necessary in advising both qualified and nonqualified retirement plans for institutional clients. Her distinctive approach and innovative financial and life planning strategies, she strives to be your very own CFO and Life Planner all in one.Sandra earned her degree in as Finance and International Business from Fairfield University. She is fluent in Spanish and French.This information is intended for use by residents of AZ, CA, CO, CT, DE, FL, GA, ID, IL, KS, MA, MD, MO, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, and WA only.CA Insurance License Number 42•••32. Resident State: and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Financial Advisor

   Wells Fargo Advisors

   Mar 2022 — Present

Education

• Fairfield University

  Bachelor's degree, International/Global Studies

  2009 — 2013

• Fairfield University

  Finance and International Business, Finance, General

  2009 — 2013

Skills

• Financial Services
• Mutual Funds
• Finance
• Series 7
• Wealth Management
• Investments
• Retirement Planning