Greta Sandy, Associate Advisor Schedule time with us

Greta Sandy

CFP®, CBDA, M.S.Advisor

About Greta Sandy

Greta Sandy joined The Welch Group in 2022 and serves as an Advisor.

Her range of professional experience brings a unique perspective to her role at The Welch Group. She recently earned the Certificate in Blockchain and Digital Assets (CBDA). This certification is awarded to financial professionals who exhibit proficiency in the areas of blockchain technology, cryptocurrencies, and other digital assets. With this designation, Greta has obtained a thorough comprehension of these emerging asset categories and how they may be integrated into the future of finance, technology, and beyond. Prior to joining the firm, Greta worked as a copywriter with Shipt and as a Realtor® before pursuing her Master’s degree in Family Financial Planning at the University of Alabama.

In addition to her role at the Firm, Greta is a professional singer. She has performed in operas, elite choral groups, a cover band, and a variety of musical showcases in Birmingham. Outside of work, Greta enjoys baking, hiking with her husband, and sitting down to read a good book next to their cat, Willow.

Education
• Bachelor of Arts in Music, Birmingham-Southern College, Birmingham, AL
• Master of Science in Consumer Sciences with a concentration in Family Financial Planning and Counseling, The University of Alabama, Tuscaloosa, AL

Accreditations
• CERTIFIED FINANCIAL PLANNER™ practitioner
• Certificate in Blockchain and Digital Assets

Professional Affiliations
• Estate Planning Council of Birmingham
• Financial Planning Association of North Alabama, Director of NexGen 2024

 

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