Krystol Sanders
Financial Advisor, Entrepreneur

Nest Egg Financial Services

Krystol Sanders, President and Founder of Nest Egg, LLC, has fourteen 14 years of experience in the financial services industry. As a Financial Advisor who works regularly with individuals and small business owners, she specializes in life insurance planning and financial education. Her primary focus is on long-term, prudent accumulation and preservation of wealth for her clients. She assists those who have already demonstrated the ability to accumulate wealth, have a serious interest in the preservation of capital and who are interested in next generation planning. She currently conducts financial education classes, lectures, luncheons, and seminars for corporations, professional associations/organizations and the general public.

Before founding Nest Egg, LLC, she was a Financial Advisor for Morgan Stanley where she discussed and identified clients’ financial objectives. She researched and recommended appropriate investment and insurance options and created financial plans to be implemented by clients to assist them in reaching their stated goals. She managed accounts for corporations, llc’s and partnerships, charitable remainder trusts, revocable and irrevocable living trusts, 401K’s and other retirement plans, restricted securities, mutual funds, and managed futures for individuals and business owners. As part of Morgan Stanley’s wealth management team she facilitated their financial advisors in increasing their assets under management and personal production by 12%-18% as well as negotiated lower costs for tuition by 1%-2% for financial advisors going through Morgan Stanley’s CFP programs. Prior to joining Morgan Stanley, she was in real estate where she originated and processed loans for both commercial and residential real property and luxury yachts valued between $2 - $15 million dollars.

She studied International Business at Hofstra University, Pre-Law at Stanford University and has traveled extensively abroad. She is a registered Investment Advisor and holds NASD series 7, 66 and 31 securities licenses. She is also licensed in Insurance which includes Life, Accident & Health and Variable Products. She frequently speaks on the topic of financial planning, teaches financial education and has been featured in ‘Atlanta Woman’ magazine and ‘Radio Sandy Springs’.