Sandy Carlson Email & Phone Number

Partner | Wealth Advisor | Director of Financial Planning @ WA Asset Management, LLC

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Sandy Carlson Location

Charlotte, NC, US

Sandy Carlson Work

2024 - now Partner | Wealth Advisor | Director of Financial Planning @ WA Asset Management, LLC
2013 - 2024 Partner | President @ McShane Partners
2009 - 2013 Director of Wealth Management @ Eastover Investment Advisors LLC

2006 - 2009 Director of Wealth Management @ Allen, Mooney & Barnes Investment Advisors
2004 - 2006 Tax Senior @ Thomas Howell Ferguson P.A. CPAs
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1999 - 2004 Relationship Manager @ Synovus
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1995 - 1999 Loan Officer @ Tallahassee State Bank, a division of Synovus Bank

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Sandy Carlson Education

Florida State University
Bachelor of Science (Finance)
1990 - 1995

Sandy Carlson Summary

Sandy Carlson, based in Charlotte, NC, US, is currently a Partner | Wealth Advisor | Director of Financial Planning at Waverly Advisors, LLC. Sandy Carlson brings experience from previous roles at McShane Partners, Eastover Investment Advisors LLC, Allen, Mooney & Barnes Investment Advisors and Thomas Howell Ferguson P.A.. Sandy Carlson holds a 1990 - 1995 Bachelor of Science in Finance @ Florida State University. Sandy Carlson has 1 emails on RocketReach.

Sandy Carlson Emails

Found 1 emails

@yahoo.com

Sandy Carlson Phone Numbers

Found 2 phone numbers

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Top WA Asset Management, LLC Employees

Josh Reidinger

Chief Executive Officer at WA Asset Management, LLC

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- waasset.com
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- +1 256-236-XXXX
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Justin Russell

Partner, President and CEO at WA Asset Management, LLC

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Melanie Nichols

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Birmingham, AL, US
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- +1 512-739-XXXX
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Jack Adams

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Clay McDaniel

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Harve Menkens

Partner and Wealth Advisor at WA Asset Management, LLC

Bellevue, WA, US
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Colleen Henes

Partner, Wealth Advisor at WA Asset Management, LLC

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