Wells Fargo Advisors
46yrs
Thomas Youngblood Plowden
Financial advisor
1 10th St Suite 450 Augusta Riverfront Center
Augusta, GA 30901
Augusta, GA 30901
Top advisor by experience in Augusta
29yrs
Sandra J Vantrease
Financial advisor at Morgan Stanley
At a glance
Experience29 years (since 1998)
How that compares ?Top 19% by experience in Georgia
OfficeOne 10th Street Suite 600, Augusta, GA 30901
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2003 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Sandra
Tailored to Sandra’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sandra
How do I contact Sandra?
Call Morgan Stanley at 914-225-5510 and ask for Sandra J Vantrease. Sandra works from the Augusta, GA office.
How long has Sandra been a financial advisor?
Sandra has been in the industry since 1998, about 29 years. Top 19% by experience in Georgia.
What licenses does Sandra hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sandra a fiduciary?
Sandra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sandra paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Sandra for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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