Financial advisor Sandra Nesbit launches consultancy
Financial advisor Sandra Nesbit has officially launched Mainsail Capital Group, a consultancy that will assist other financial advisors in making decisions for the future.
Nesbit has more than 20 years of experience as a fiduciary wealth manager and a registered representative for several major brokerage firms. Mainsail Capital Group will be headquartered in Clearwater, Florida.
"Succession and transition will be one of the most important decisions an advisor will make in their lifetime," Nesbit said. "Unfortunately, many advisors don't know what they don't know – and there may only be one opportunity to get it right. Going through any business transition is similar to dating and marriage. I established Mainsail Capital Group to help guide investment advisors and registered representatives through the challenges that may occur prior to making the commitment. We want to provide the knowledge and resources to have a successful partnership. My goal is to always be client-centered and driven to provide solutions and services as they are needed."
Nesbit is currently a director at National Advisors Trust Company, and is a Certified Divorce Financial Analyst and a Certified Estate and Trust Specialist. Prior to becoming an independent financial advisory, she served as a managing director at Mercer Advisors, as well as a managing principal at GFS Private Wealth. She also worked as first vice president and financial consultant at RBC Wealth Management and as a senior vice president at Merrill Lynch.
Nesbit also regularly speaks at various industry forums and events, such as in April 2019 at the Tiburon CEO Summit, where she spoke about registered investment advisor (RIA) deals, and provided advice for achieving best possible outcomes in such deals. In August of that year, she participated in the Advisor Thought Leader Summit at Rockhurst University in Kansas City – a somewhat exclusive event for veteran financial planning professionals. Later, in December, she spoke at the Florida RIA Summit – an event for independent RIAs focused on topics such as investment strategy and best practices.
