Armed with nearly 40 years of experience in wealth management, Sally Griffin is one of the most tenured wealth advisors on the 1834 team. In addition to helping individuals with comprehensive investment management, her area of expertise is working with families, including persons with disabilities and the elderly, to address the unique financial needs related to trust and estate services. Sally earned her bachelor’s degree from Michigan State University and is also a graduate of the Institute for Paralegal Training in estates and trusts, as well as Cannon Financial Institute. She joined the firm in 2013.
For over two decades, Sally has focused on the administration of guardianship and special needs trusts and is well-versed with matters involving financial exploitation and settlements. Clients can count on her to:
- Leverage her unique expertise to protect and work to grow their financial assets with the utmost care while employing the highest of ethical and fiduciary standards.
- Serve as their trusted partner as she leverages her knowledge and that of the expanded 1834 team of wealth professionals, such as wealth planners and investment strategists, to diligently pursue their financial goals and needs.
Sally, who has lived in Chicago for over three decades, is very active within her community where she volunteers as the Chicago banking representative for M Team, a multi-disciplinary team of regional professionals focused on Adult Protective Services for Seniors and Adults with Disabilities. She and her family enjoy boating in their spare time.