CONNECT

Address:

14 Cliffwood Avenue Suite 250
Matawan, NJ 07747

Phone:

(732) 242-4001 x116

Fax/Other:

(732) 242-4055

Our Team

Sandra H.Dalton,

CDFA™, CHFC®, MBA

Senior Wealth Advisor

Phone: 732-242-4001
Fax: 732-242-4055
Email: sdalton@atlaspwa.com

 

I help my clients simplify their financial lives by working together so that they can better understand, streamline and optimize their financial resources.  Ultimately our collaboration enables clients to have a better grasp on their current situation as well as action steps needed so that they can make progress towards short term and long term goals.  Once a plan is constructed, I believe it's crucial to review progress on a regular basis, make necessary adjustments and hold each other accountable. 

  • Interests
    • Yoga
    • Cheering for my Alma Mater Clemson Tigers
    • Tennis - I am not great, but I enjoy playing!
    • Reading - Anything inspirational or motivational. Please feel free to make some recommendations.
    • Pets - My dogs are Ashley (7 year old Coton) and Buddy (6 year old Mati-Poo, which is a Maltese/Poodle mix)
  • Areas of Focus
    • Retirement Planning Strategies
    • Women's Financial Strategies and Empowerment
    • Divorce Financial Planning
    • Estate Planning Strategies
    • Domestic Partner Planning
    • Saving for Education
  • Awards & Recognition: FIVE STAR Wealth Manager 2014 and 2015*
  • Qualifications
    • Member, Financial Planning Association
    • CDFA®; Certified Divorce Financial Analyst
    • ChFC®  Chartered Financial Consultant
    • Master of Business Administration
    • Bachelor of Science Degree
  • Education
    • MBA Monmouth University - West Long Branch, NJ
    • B.S. Accounting Clemson University - Clemson, SC
  • Professional Associations
    • Financial Planning Association
    • Million Dollar Round Table

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014 & 2015 Five Star Wealth Managers


Debbie Wilkinson

Client Service Coordinator

Phone: 732-242-4001 ext. 129
Fax: 732-242-4055
Email: dwilkinson@atlaspwa.com

Debbie has over 25 years’ experience in the financial industry with much of that time spent with The Depository Trust and Clearing Corporation (DTCC) in New York where she held various positions in Corporate Communications, Corporate Actions and Relationship Management. Debbie moved to Omgeo (a joint venture of DTCC and Thomson Financial) in 2002 where she managed the Product & Sales Operations department.

After taking some time to raise her young son, Debbie decided to pursue her love of teaching and earned a Master’s degree in Education from Monmouth University. She worked at the Manalapan/Englishtown Regional School District and the Freehold Borough School districts until 2007 when she returned to the financial sector with Wachovia Mortgage.

Debbie joined Atlas Private Wealth Advisors in April, 2017. In her current role Debbie provides all aspects of client servicing including assisting advisors with implementing various investments, overseeing client reporting and maintaining existing accounts. Her concern for each client combined with her years of experience ensures that our clients receive outstanding service.