Broker Check
Sandra Sugerman

Sandra Sugerman

Registered Representative

After several years as an independent agent working in the employee benefits arena, Sandra was recruited by New England Life for the Brokerage Manager position with the Indianapolis, Indiana firm. In that role, she recruited stock brokers and independent agents to work their accounts in estate planning, business planning and basic protection using products offered by New England. Her major focus was in estate planning that required extensive home office training on strategies and understanding of estate planning options.

In 1998 she transferred from Indianapolis to the Houston New England Financial office in the same capacity.  Sandra enjoyed many company wide Brokerage Management awards for production for her appointed brokers.

In 2004, Sandra was promoted to Managing Associate with the Houston New England Financial office. In 2009, she managed the top producing team in the firm.

After a long, rewarding fifteen year career with New England Financial, she joined White Rhino Financial, in August, 2010 as Director of Recruiting to help build a successful new firm.

She is a member of Industry Associations, Greater Houston Women’s Chamber of Commerce, Post Oak BNI, Greater Houston Partnership and West Houston Chamber of Commerce.

Her pride and joy are her three accomplished sons and their families.

 

Registered Representative of Park Avenue Securities, Financial Representative of Guardian