Sandy Cove Advisors, LLC

Jennifer Mitchell is a financial advisor at Sandy Cove Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sandy Cove Advisors since 2015. Sandy Cove Advisors serves individuals, including high-net-worth clients, family offices, trusts, estates, and business entities. The firm offers integrated wealth management services through a multi-advisor team managing approximately $582 million in client assets, utilizing customized investment strategies and a documented due-diligence process.

Deirdre Prescott is a financial advisor at Sandy Cove Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Sandy Cove Advisors since 2009. Outside of her advisory role, she serves as co-trustee with Mellon Financial on her sister’s special needs trust. Sandy Cove Advisors is a multi-advisor team managing approximately $582 million in client assets, serving individuals, family offices, trusts, estates, and business entities. The firm provides integrated wealth management services, including portfolio management, financial planning, and trustee oversight, employing both fundamental and quantitative investment strategies.

Katherine Saltonstall is a CFA® charterholder with 11 years of industry experience. She is currently a financial advisor at Sandy Cove Advisors, LLC, where she has worked since 2014, including time before and after a one-year tenure at Brown Advisory. Sandy Cove Advisors serves individuals, high-net-worth clients, family offices, trusts, estates, and business entities with integrated wealth management services, including discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm manages a multi-advisor team overseeing approximately $582 million in client assets, employing fundamental and quantitative analysis with customized investment approaches.

Emily Fluke is a CFP® with nine years of experience in the financial services industry. She is currently with Sandy Cove Advisors, LLC, where she has worked since 2025. Her prior experience includes roles at Clarfeld, Citizens Securities, Inc., JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Investment Management, Inc. Sandy Cove Advisors serves individuals, including high-net-worth clients, family offices, trusts, estates, and business entities. The firm offers integrated wealth management services, utilizing fundamental and quantitative analysis to create tailored or model portfolios, and provides specialized offerings such as family office services and wealth planning.