Sandra A. Sambito, CRPC®
Financial Advisor, SunTrust Investment Services, Inc.
I was born and raised in Los Angeles, CA, but moved to Jacksonville, FL in 2007. I am retired military, having served active duty military during Desert Storm. After seeing the world I completed my bachelor’s degree in Organizational Psychology. I went to work for Morgan Stanley Dean Witter and had extensive training as a financial advisor. I joined SunTrust Investment Services in 2007 and earned my Chartered Retirement Planning Counselor designation a year later. I spend all my spare time with my loving family and two young daughters. I happily serve as their taxi cab for all of their social activities.
My approach is based on giving my clients the information and tools they need to make informed decisions. I believe in empowering people so they can live with dignity and independence during their retirement years. I use financial planning tools to create a picture to help my clients visualize their financial situation. I also continually educate my clients to help them stick with their plan. Each plan is designed with my client to match their concerns, experiences and goals. Following the development of the plan, I’m always there to make sure we’re adapting to the ever-changing investment landscape or any changes in my clients’ financial lives.
Why I love my job
I love my job because I am able to offer my clients so many choices, thanks to SunTrust’s in-depth resources. I get a great deal of satisfaction by talking with my clients and helping them to solve the financial dilemmas they face.
I understand the fear and the reality of dealing with very dire circumstances, because I lived it. Sadly, seven years ago my mom died from ALS (Lou Gehrig’s disease). She was only 50 when diagnosed and she had no plan for long-term care. My family and I spent down our savings, and sold our home to pay for the best care possible. After seven years of taking care of my ailing mother, I laid her to rest. My point is that I don’t want anyone else to go through what I did if they don’t have to. I see planning as a way to offer dignity and independence in our retirement years.
My proudest moment
The best thing I ever did was care for my mom, but beyond that, helping my clients become empowered by my knowledge and experience is what wakes me up every day. One of my favorite examples is a client who had recently lost her husband at age 65 and his pension died with him. She also lost one Social Security check. Her living situation looked dire, but we were able to look at all of her assets and replace the lost income, as well as protect her assets for herself and her children. It was a very gratifying situation.