Sandra Suny

Sandra Suny

Director of Client Services, Client Services Manager

Sandy is a Partner, Vice President, and Senior Client Administrative Manager with Morris Capital Management Group of Steward Partners.

 

With over 21 years of experience in the Financial Services Industry, Sandy joined Morris Capital Management Group in 2018.  She has an authenticity that resonates with people.  Her true passion and dedication are to the clients and she strives to provide them with exceptional client service.  She interfaces with clients daily and is responsible for managing administrative, operational, and service-related areas.

 

Sandy began her career in 1998 as a Client Service Associate at Prudential Securities and then shortly after worked at UBS Financial Services in the same role.  She spent 13 years in the Wells Fargo Advisors Private Client Group and Independent Business Channels working with two separate wealth management teams as a Senior Client Service Associate and a Client Relationship Manager. 

 

Sandy was a member of the Wells Fargo Advisors’ Client Associate Advisory Board (CAAB), a board of other nominated peers that collaborates to improve the client associate role.  She also attended The Barron’s Advisory Teams Summit in Las Vegas, a First-Class Conference that brings together elite advisors and their teams representing the leading wealth management firms in the industry. 

 

A long-time resident of Havertown, PA, Sandy enjoys spending time with her family; most especially her beloved granddaughter, Noelle.

Phone 610-994-0843