“Doing It My Way: Creating a Women Focused Business in a Male Dominated Industry”
Sandra Gilpatrick
CFP, Certified Divorce Financial Analyst, Wealth Consultant
6:00 PM Cocktail Hour, 7:00 PM Speaker Begins
This event will be held in-person at the Hampshire House!
Please bring your mask, as we will be required to abide by the mask guidelines set by the specific establishments we visit - although the city of Boston's mask mandate for businesses has been lifted as of March 5, certain areas may still require it. Members who are not fully vaccinated, immunocompromised, or otherwise “MIGHT feel uncomfortable attending” in-person will still have the option to enjoy recordings of the speakers. As always, this is an ever evolving situation, and we are doing our best to have a safe and fun season!
An experienced investment professional for more than 23 years, Sandra focuses her business on holistic wealth management and planning for women. She helps women organize and understand their financial lives and guides them along a path toward their goals. Sandra wants women to be comfortable with their financial decisions and helps them to that end.
Formerly, Sandra spent 17 years gaining experience and training at Morgan Stanley Wealth Management. She is a graduate of Wheaton College with a Bachelor of Arts in Economics and is a CERTIFIED FINANCIAL PLANNER ™ and Certified Divorce Financial Analyst ®.
Sandra was a speaker for the Society of Actuaries on their webinar Women: Longer Lives, Bigger Burdens in 2020. She presented on Financial Empowerment for Young Women in 2019, for a TEDxYouth talk. She was a panelist for the Spark Collective Inspiring Women Series: Women & Money 2018, Women Willpower Summit 2017 and at the Women2Women International Conference 2014, as a “Woman Making Change.” Sandra was the recipient of the 2013 Wheaton Alumnae Achievement Award for her professional accomplishments and community service. She has been featured in Barron’s/MarketWatch, Boston Globe, Exhale Lifestyle and Money.
Sandra resides on Beacon Hill with her most valued assets: her husband, George, and son, Lachlan. She is an enthusiastic urban gardener, adventurous recipe explorer and loves floral design. She makes a concerted effort to find time to enjoy her friendships and volunteer in her community. Sandra was President of the Beacon Hill Women’s Forum for the 2016-18 seasons, and also volunteered as Gala Chair in 2019, for the Beacon Hill Civic Association and is the 2022 Chair of the Beacon Hill Garden Club Hidden Garden Tour.