|
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’. |