Sandy Bailey, CFP®, CRPC®, ADPA®

As a Senior Financial Advisor, Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®) and an Accredited Domestic Partnership Advisor (ADPA®), Sandy Bailey serves the wealth management and financial planning needs of both individuals and businesses.

Sandy earned her bachelor’s degree in Elementary Education from the University of Southern Maine, and then went on to earn a Certificate of Advanced Study in Financial Planning from Merrimack College. She began her investment career in 1995 when she earned her insurance license. Today, Sandy holds her Series 6, 63, and 7 securities registration, which allows her to incorporate a variety of financial strategies for each unique investor.

Prior to joining our team in November 2022, Sandy has spent the last 12 years as an Independent Financial Consultant for Cetera Investment Services. In addition, Sandy has 10+ years of experience as a Financial Services Representative and has also served as a Financial Advisor for TD Bank.

Utilizing a wide array of tools and knowledge, Sandy helps clients organize and have a better understanding of their current and future financial goals. Whether Sandy's clients are employers, employees, retired or just beginning, she believes that everyone should have trusted guidance in the planning of their financial futures.

Robert Louis Stevenson once said, “Don't judge each day by the harvest you reap but by the seeds that you plant.” Sandy believes this applies to both her professional and personal life.  

Originally from Central Maine, Sandy now resides in Portland with her husband Sean, children Megan and Mitchell, and their cat Apollo. When she is not in the office, she can be found reading a good book, baking delicious desserts, or spending time with family and friends