About Us
Sandra Holbert entered the financial services industry more than 30 years ago because she saw a need for forthright professionals who would help their clients develop plans designed to achieve their long-term financial goals and objectives. She cares deeply about her clients and wants to ensure that they get the exemplary service they deserve.
Specializing in financial planning, Sandra strives first to protect her clients’ principal and its purchasing power from inflation and taxation, then works to enhance their investment portfolios through income generation, capital appreciation or both. Clients appreciate Sandra's contagious enthusiasm and her genuine concern for their financial well-being.
Sandra, who joined Raymond James in 1981, earned her bachelor’s degree in education from Miami University in Oxford, Ohio, in 1968. A native of Ohio, she and her husband, William, now reside in West Palm Beach with their sons, Mark and Ryan. Because of her background in education, Sandra is a dedicated supporter of local public schools and is actively involved in the West Palm Beach community.
To benefit from Sandra’s wealth of experience and commitment to client service, please call her today for a personal appointment
Mark Holbert is a graduate of Palm Beach Atlantic College with a degree in Computer Information Systems. Mark joined Raymond James in the summer of 1998, but has grown up in the firm as both of his parents have worked for Raymond James throughout the past 30 years.
Mark currently resides in Jupiter, Florida, with his wife Natasha, daughter Shyanne and son Preston. Mark is also very active in the community and volunteers his time coaching youth sports in the area.
Mark obtained his Wealth Management Certification in 2004, and can assist clients in all aspects of wealth management, ranging from investment planning to estate planning.
Miff Knapp is the Holbert Wealth Management Group’s client service associate. She has been with Raymond James & Associates for 20 years, beginning her career in the industry in 1985. Along with her knowledge of the financial sector, Miff brings her Service 1st attitude to which she is committed.
Miff attended the University of Missouri and moved to the Tequesta area from St. Louis in 1973. Miff, mother of four and grandmother to three, enjoys family, golf, reading, & tennis.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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