Sandra Angella Brown-McMullen
Financial Professional at Equitable Advisors
- Role
- Financial Professional at Equitable Advisors
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Sandra Angella Brown-McMullen
With over 30 years in the Financial Industry, my passion is to help people by connecting them to resources that will help them have a successful financial future and leave a financial legacy. By helping them build or enhance their current financial picture they can start the foundation to build a secure financial future for their families. Using education as a foundation to teach families about finances and setting goals that will help in establishing the legacy. My Core Focus: Financial Planning & Wealth Management, Risk Management including Life Insurance, Retirement Planning, College Education Planning.
Experience
Financial Professional
Oct 2020 — Present · Dallas-Fort Worth, TX, US
Sandra is an Equitable Advisors Financial Professional with over 30 years of wealth management experience who can offer a variety of financial products and services that are designed to help plan, build and achieve your financial legacy through Risk Management, Wealth Management, Insurance planning, etc.
Education
American Bankers Association : Northwestern University
Certificate, National Trust School
The New England School of Banking at Williams College
Certificate, Trust Administration Certificate
UMass Boston
Bachelor's degree, Sociology/Psychology
1975 — 1981
H&R Block Tax Training Program
Certificate, Basic Income Tax Preparation
American Bankers Association : Northwestern University
Certificate, National Gradudate Trust School
Skills
- Banking
- Mutual Funds
- Project Management
- Leadership
- Investments
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