Sydni Sanders works in the Monroe, Louisiana, office of Bezou Financial Planning Group as the Administrative Assistant to Financial Advisor Elizabeth Jones. At Elizabeth’s direction, Sydni assists with opening new accounts and account updates, placing trades, scheduling consultations, adjusting systematic purchases and performing other duties that allow clients to meet their financial goals.
Sydni has a lifelong interest in financial planning due to growing up in a household with parents working in banking. Before joining Bezou Financial Planning Group, Sydni worked for Capital One in both Baton Rouge, Louisiana, with Jason Bezou and Monroe with Elizabeth Jones. She is excited to be working with the same advisors and clients who previously relied on her for their banking needs.
Sydni is studying to be a CERTIFIED FINANCIAL PLANNERTM professional. Her favorite aspect of the industry is being able “to help people reach their financial goals and treating all clients with the respect and transparency they deserve.”
A graduate of University of Louisiana at Monroe with a bachelor’s degree in Business with concentrations in Accounting and Finance, Sydni is an active alumna of Phi Mu Fraternity. She keeps busy with many DIY projects for her new home and is the proud mama of her two pups, Dixon and Louie.