Sandra T Saner

Managing Director, Private Client Advisor

Professional Profile

Sandra Saner is a Managing Director and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. Sandra has over 30 years of combined wealth, credit, and investment management experience.  She and her team provide strategic financial planning for individuals and families, with a range of sophisticated strategies such as fiduciary investment management, trust services, philanthropic advisory services, gifting and estate planning strategies, lending, and private banking.

Sandra draws on her own extensive experience and the knowledge of U.S. Trust specialists to focus the vast resources of U.S. Trust on the client with a small team.  She works closely with clients to understand each client's unique goals and perspectives, anticipate issues, guide productive decision-making, and implement and update plans.  With a thoughtful and detailed approach, she helps clients manage wealth, including educating the next generation.

Sandra has been with U.S. Trust for over 20 years. Previously, she was with a New York-based Private Bank, in Corporate Finance for 12 years with Prudential Capital Corporation, and in investment banking.  She holds both an MBA in Applied Economics and a BA 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® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

*Certified Trust and Financial Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.

*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.

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

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, 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 U.S. Trust, 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.