Tonya Oliver-Boston
Vice President
,
Trust Officer
,
Sandy Spring Trust
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