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Lina Sanchez

Address:
8151 Peters Road Suite 3200 Plantation, Florida, United States 33324
Description:

Lina has been in the Financial Sevices Industry for over 8 years. Lina is the Sr. Wealth Advisor at MG&A Wealth. A Forbes Ranked firm. She joined the team shortly after moving down to Florida from New Jersey. Prior to joining MG&A Wealth, she worked as a Financial Advisor with Merrill Lynch Wealth Management in New Jersey. Lina is committed to understanding the priorities of families and providing them with personalized attention to address the many wealth management needs clients face at different stages of their lives. Lina is Certified in Social Security Claiming Strategies in addition to having attained her Certified Divorced Financial Analyst®(CDFA®) designation. She has completed additional training in the divorce arena and serves as a volunteer for the Broward County Court taking on Pro-bono divorce cases. Lina focuses in the Divorce Planning as well as Collaborative Divorce Planning for individuals and couples. Lina graduated with Cum Laude Honors, obtaining a Bachelor’s Degree in business administration and economics respectively, with concentrations in International Business and Marketing from Montclair State University. Lina’s passion and commitment as a wealth advisor has motivated to pursue her Chartered Special Needs Consultant® (ChSNC®) designation which she is on track to achieving in the upcoming year. She holds the Florida 2-15 Health & Life Insurance License, FINRA Series 7, and FINRA Series 66 registration. She is a registered representative of SA Stone Wealth Management and offers investment advisory services through MG&A Wealth, a registered investment advisor not affiliated SA Stone Wealth Management, or INTL FC Stone.

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