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 @
- 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 @
- 1999 -2004 Relationship Manager @
- 1995 -1999 Loan Officer @ Tallahassee State Bank, a division of Synovus Bank
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.
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