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Meet Sandy

Sandy Jones

COO

As Chief Operating Officer at Artisan Financial Strategies (AFS), Sandy Jones works collaboratively with Meredith and Adam as part of the leadership team on the development and implementation of the strategic vision for AFS. She oversees day-to-day operations and the planning team. Her goal is to ensure you experience concierge-level service and strong relationship management at every point.

Sandy has over 15 years of experience in the finance services industry. She has a BS in Civil Engineering from Clemson University and postgraduate coursework from the University of South Carolina. She started her career as a Financial Advisor in large wire-house and banking institutions where she focused on customized investment strategies. Before her financial services career, she was a civil engineer in the environmental consulting industry then transferred her technical and project management experience to the corporate world, expanding her professional skillset to include product development, strategic marketing, sales, and customer support.

Sandy joined Artisan Financial Strategies in 2010 as Meredith Moore’s approach to comprehensive planning supported by the empowerment of client education aligned with her inherent consulting approach, values, and professional focus. Clients appreciate her business insights and her way of leveraging knowledge gleaned across multiple industries to deliver exceptional results. Sandy’s problem-solving skills and strong process orientation are key attributes to achieving customer satisfaction and strategic growth.

Originally from South Carolina, Sandy lives in Milton with her husband, Vic, and has three college aged children, Sawyer, Elyse, and Charlie. Her passions outside of work include her family, cooking, gardening, family movie nights, date nights with her husband, and cheering on her Clemson Tigers. She is an active member of Alpharetta United Methodist Church.

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Phone: (770) 587-0281
Email: mmoore@artisanfsonline.com

1125 Cambridge Square, Suite C
Alpharetta, GA 30009

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Disclosure

Meredith Moore is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, AR (AR Insurance License #3984114), CA (CA Insurance License #0D60252), CO, FL, GA, LA, MD, ME, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Meredith Moore is licensed and authorized to offer insurance in California and Arkansas, but Artisan Financial Strategies, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Meredith Moore is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1125 Cambridge Sq Ste C, Alpharetta, GA, 30009, 770-587-0281. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, CA, CO, FL, GA, KY, LA, MD, ME, MI, MS, NC, NE, NJ, NM, NY, OH, OK, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Meredith Moore is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, AR, CA, CO, FL, GA, KY, LA, MD, ME, MI, MS, NC, NE, NJ, NM, NY, OH, OK, SC, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Adam Tolliver is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, AZ, CA (CA Insurance License #0L03742), CO, FL, GA, LA, MD, MI, NC, NJ, NM, OH, PA, TN, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Adam Tolliver is licensed and authorized to offer insurance in California, but Artisan Financial Strategies, LLC may not be. For additional information on California licensure status, please click here.

Adam Tolliver is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1125 Cambridge Sq Ste C, Alpharetta, GA, 30009, 770-587-0281. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, CA, CO, DC, FL, GA, IL, LA, MD, MI, MS, NJ, NM, NY, OH, TN, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Adam Tolliver is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, CA, CO, DC, FL, GA, IL, LA, MD, MI, MS, NJ, NM, NY, OH, TN, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Artisan Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Artisan Financial Strategies, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here

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