Sandra T Saner

Managing Director, Private Client Advisor

Professional Profile

Sandra Saner is a Managing Director and Private Client Advisor with Bank of America Private Bank in Boston. Sandra and her team provide in-depth advice and guidance to individuals and families with complex wealth management needs, helping them uncover possible efficiencies in investment management, wealth strategy, trust and estate planning services, philanthropic advisory services, gifting, lending, and private banking.

Sandra draws on her own experience, as well as the knowledge and insight of locally-based specialists, to craft tailored initiatives that align with each client’s distinctive priorities. She works closely with clients to understand their unique goals and perspectives, anticipate challenges, guide productive decision-making, and oversee the integration of strategy and tactics. Through a thoughtful and detailed approach, she helps clients pursue the lives and legacies they envision, fostering sound stewardship in multiple generations of client families.

Sandra has worked at Bank of America Private Bank (formerly U.S. Trust) for more than 20 years. Previously, she held tenures in private banking with a New York-based bank, in corporate finance with Prudential Capital Corporation, and in investment banking. She earned her M.B.A. in Applied Economics and her B.A. with Honors in Psychology from the University of Rochester. She holds the CERTIFIED FINANCIAL PLANNER certification, and the Certified Trust and Financial Advisor, Chartered Alternative Investment Analyst and Accredited Estate Planner designations.

Sandra serves on the Brookline Community Foundation’s advisory committee and is a board member of Cranston Print Works Company. She is a member of The Boston Club, Exit Planning Exchange, Association for Corporate Growth, CAIA Association, Financial Planning Association and Boston Estate Planning Counsel.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
 

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Heather W. Colleary

Private Client Manager

617.434.8505

Key Contacts

Mary E Huxley

617.434.3910

Fernando Reis

617.434.5064

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (Private Bank) has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.