Deirdre is the Founder of Sandy Cove Advisors and serves as our Chief Wealth Strategist. She prides herself on being a collaborative problem solver who is genuinely inspired to help people. With a gift for listening and a strong sense of intuition, she guides her clients through the complexities of their financial affairs, always acting as a sounding board, confidant, trusted advisor, and friend.

With decades of experience at leading wealth management firms, including BNY Mellon and Lehman Brothers, Deirdre saw an opportunity to establish a boutique financial advisory firm dedicated to delivering a higher level of service where she could more fully engage with her clients. She differentiates herself by her warm demeanor, compassionate care combined with extensive financial and estate planning knowledge. She is committed to the philosophy of education and partnering with her clients to ensure that they understand and can participate in the management of their wealth.

Deirdre is deeply engaged in her community and philanthropic endeavors.  She is a past President of the Boston Estate Planning Council, where she served two terms on the Executive Committee. She was a two-term board member of the Norwell Visiting Nurse Association and currently serves on the Holly Hill Farm, an organic farm in her hometown. In addition, she has been a member of The Boston Foundation’s Professional Advisors Committee and served as membership chair of the Cohasset Golf Club. 

Deirdre earned her Bachelor of Science in Accounting from Providence College and a Master of Finance from Bentley University.

She and her husband divide their time between Cohasset, MA and Palm Beach Gardens, FL.  Outside of work, she enjoys traveling, golf, pickleball and spending time with family and friends.

Kate is the Chief Investment Officer at Sandy Cove Advisors, where she brings over 30 years of experience navigating the complexities of the financial markets. With a disciplined, thoughtful approach to portfolio construction, Kate works closely with clients to align their investments with their long-term goals—always with an emphasis on listening first and tailoring solutions to fit each individual’s needs.

Kate leads the firm’s Investment Committee, where she oversees strategic asset allocation, portfolio design, manager selection, and risk management. She is known for her steady guidance, particularly during periods of market volatility, and is deeply committed to helping clients invest their hard-earned capital with confidence and clarity.

Throughout the first half of her career, Kate sharpened her investment acumen in roles as a portfolio manager at BlackRock and as an equity analyst at Boston Partners, Independence Investments, and Morgan Stanley. More recently, she has focused on advising individuals and families, combining technical expertise with a personal, client-centered approach.

A Chartered Financial Analyst (CFA®) since 2001, Kate is a member of the CFA Society Boston and is a long-standing member of the Boston Estate Planning Council. She is also a passionate advocate for women in finance, actively involved in both local and national organizations that support mentorship, education, and career advancement for women in the industry.

Kate earned her Bachelor of Arts from Lehigh University and her MBA from Tulane University. Outside the office, she enjoys staying active, spending time with family and friends, and championing causes that support financial literacy and empowerment.

Jennifer Mitchell is a Managing Director of Sandy Cove Advisors, heading up our Florida office. One of Jennifer’s greatest joys is to see people truly enjoy their lives, knowing they have a financial plan in place and an accompanying investment strategy that will lead them to a successful financial future. Her goal is to help clients get their “financial house” in order by aligning investments with current and future goals and then marrying that with a thoughtful estate plan.

Jennifer has worked for some of the leading wealth management firms, including JPMorgan, Lehman Brothers and Sanford Bernstein. Jennifer provides thoughtful investment and wealth advisory solutions appropriate for each client’s goals. She works with clients and advisors to integrate, implement, and advise on customized investment strategies and wealth management solutions. As a member of Sandy Cove's investment committee, she is dedicated to researching and recommending investment strategies for unique client situations.

Jennifer holds her Certified Divorce Financial Analyst (CDFA) designation, guiding and offering a steady hand through the divorce process. She is an active member of the Palm Beach County Estate Planning Council, the Palm Beach Chamber of Commerce and IMPACT the Palm Beaches.