Sandra Clark

Branch Administrative Associate

Sandra “Sandy” Clark is an experienced Branch Administrative Associate specializing in client contact and administrative duties. Sandy is a critical component of the Jacobian Wealth Advisory team; she manages everything from scheduling client meetings to client communication and daily branch operations. Sandy excels at ensuring operations are running smoothly to maximize client satisfaction. Our clients entrust Sandy to fulfill their needs, answer questions, and maintain consistent communication.

Before Sandy joined the Jacobian Wealth Advisory team, she held numerous positions at various financial institutions, including Mutual of New York, Morgan Stanley, and Wells Fargo Advisors. From the time she entered the financial services industry, Sandy loved engaging with clients. She makes it a priority to get to know all our clients personally so she can effectively assist them with their needs.

About Sandra
Outside the office, Sandy enjoys spending time with her husband, sons, and grandchildren. Some of her hobbies include knitting, watching football and baseball, traveling with her husband, and volunteering at her church. Sandy volunteers in the Children’s Department of her church several times each month. She enjoys being around the children and watching them grow and develop.

Phone 630-447-4404
Fax 630-447-4405