Sandra Saner of The Private Bank, Bank of America is a member of XPX Greater Boston

Sandra T. Saner

Managing Director

Boston, Massachusetts

Professional Profile

Call Me When

Call Me When... Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?

Contact Method

sandra.t.saner@bofa.com

Profession

  • Wealth Planner
  • Professional Certifications

    CPF, CTFA, CAIA, AEP

    Functional Expertise

  • Board of Directors (for profit)
  • Charitable giving
  • Debt
  • ESOPs
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Lending
  • Philanthropy
  • Probate
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Trusts
  • Business Focus

    She and her team of colleagues build deep and lasting relationships with wealthy individuals and families to make their financial lives simpler and better.

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    I help business owners reach their personal financial goals, educate their children about money, and give back to the community.

    Membership

    Greater Boston Individual

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Menu