Tonya Oliver-Boston

Tonya Oliver-Boston CERTIFIED FINANCIAL PLANNER™  Vice President
Vice President
,
Trust Officer
,
Sandy Spring Trust
Phone
Ext. 8328
Email Address

Bio

“Your investment strategy and management should not be done in a vacuum.  The financial planning process is meant to define what matters most to you.  I have a strong commitment to ensuring that your personal goals and objectives are communicated and presented throughout your wealth management relationship.”

 

Areas of Specialty

  • Retirement planning
  • Insurance planning
  • Estate planning
  • College planning
  • Business succession planning

Background and Credentials

  • Bachelor of Science, UM College Park
  • Master of Business Administration, University of Miami
  • Obtained CFP® designation in 2005