A Team You Can Trust

Meet Our Team

Sandra Greer
Vice President, Trust and Investment Officer

SandraGreer

Collaboration with clients and colleagues is a driving force for Sandy. “The results are always better when we’re combining strengths and insights to create and execute the best possible trust and investment plans,” she says.

sgreer@firstcountybank.com
(203) 462-4364

“I have a lot of empathy for my clients, based on both my personal and professional experiences,” Sandy explains. “I make myself available to find out what my clients are going through—difficult times and celebrations— so we can help them achieve their very real personal goals.” It’s about balancing the “qualitative” aspect of a friend with the rigorous quantitative analysis needed in finance.

Clients appreciate Sandy’s ability to reflect their values in her suggestions and expertise. As one appreciative client observed, “You’ve covered difficult ground with quiet assurance. We feel most confident in your care.”

EXPERIENCE

Sandy’s personal approach is evident whether she’s providing trust and investment advice and fiduciary support to individuals, families, endowments, foundations or charitable and nonprofit organizations.

With over 30 years of experience in both personal and institutional investment management, she helps her clients reach their financial goals and manages equity, fixed income and alternative investment portfolios using a comprehensive wealth management approach. Ongoing consultation with her expert external advisors further strengthens her unbiased recommendations and strategies.

AUTHENTICITY

“Clients are not interested in being sold; they’re looking for help from real people,” Sandy says. “At First County Advisors, we understand how to conduct ourselves as caring professionals,” a characteristic that is anchored in First County Bank’s long history of service to its communities. “Who I am professionally and personally is the same.”

As evidence, she was honored with a BRAVA Award from the YWCA Greenwich, which recognizes outstanding women achievers and community mentors. She is dedicated to volunteering with numerous local organizations focused on quality of life across all generations.

Sandy earned both undergraduate and graduate degrees from SUNY at Buffalo. She and her husband live in Norwalk and are the parents of four grown children.

NOT FDIC-INSURED. May lose value. No bank guarantee.

Investments in stocks, bonds, mutual funds or other marketable securities are not a deposit or other obligation and are not guaranteed by First County Advisors, the Wealth Management Division of First County Bank; are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal government agency; and are subject to investment risks, including possible loss of the principal invested. This is not an offer or recommendation of particular investment products or services nor is it intended to provide specific financial, legal or tax advice. When First County Bank is acting solely as a custodian of assets, First County Advisors does not provide investment advice, research, or recommendations, or solicit transactions in connection with accommodation trades.

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