Deirdre Prescott

Experience

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  BNY Mellon

  Apr 1989 - Dec 2005

  First Vice President

  Responsible for new business development for wealth management services for high net worth individuals and families. Integrated client’s estate and tax planning needs with investment strategies. Cultivated and maintained key client and referral relationships with consultants, attorneys, accountants and financial planners. Developed marketing plan and collateral materials for start-up Family Office Group. Cross-sell other banking services: jumbo mortgages, personal loans, cash management and deposits. Show less

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  Lehman Brothers

  Jan 2006 - Nov 2008

  Senior Vice President

  Managed wealth advisory team of five individuals with $250 million under management. Specialized in integrated planning associated with multi-generational families. Created and implemented long-term asset allocation strategies for each client’s particular risk tolerance. Performed due diligence on both internal and external managers for implementation in client portfolios. Employed Family Office service model; providing clients with extensive customized monthly and quarterly reporting, coordinating with all advisors and negotiating pricing for lending and professional services. Show less

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  Silver Bridge Advisors

  Nov 2008 - Dec 2009

  Managing Director

  Defined and implemented Silver Bridge’s client experience strategy; developed comprehensive marketing materials and executed the firm’s business development strategy; Worked with client teams to enhance existing client relationships.

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  Sandy Cove Advisors, LLC

  Feb 2010 - now

  President

  Founded Sandy Cove Advisors in 2010. Sandy Cove is a boutique financial advisory firm that delivers a full spectrum of customized wealth management services, with a focus on investments, financial planning and family office solutions. We advise clients on wide range of financial matters, including investments, estate and succession planning, major life transitions, philanthropic and charitable planning, income tax, insurance, cash flow, divorce planning and elder care issues. Serve as Personal CFO for select group of families: organizing financial affairs, setting priorities and executing on deliverables. Collaborate as an integrated member of client's advisory team. Show less