Sandy Carlson Email & Phone Number
Partner | Wealth Advisor | Regional Director @ WA Asset Management, LLC
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Sandy Carlson Location
- Charlotte, NC, US
Sandy Carlson Work
- Partner | Wealth Advisor | Regional Director @ (April 2024 - Present)
- Partner | President @ McShane Partners (August 2013 - April 2024)
- Director of Wealth Management @ Eastover Investment Advisors LLC (July 2009 - August 2013)
- Director of Wealth Management @ Allen, Mooney & Barnes Investment Advisors (September 2006 - August 2009)
- Tax Senior @ (February 2004 - September 2006)
- Relationship Manager @ (June 1999 - February 2004)
- Loan Officer @ Tallahassee State Bank, a division of Synovus Bank (December 1995 - June 1999)
Sandy Carlson Education
- Florida State University
Bachelor of Science (Finance)
1990-1995
Sandy Carlson Skills
- Asset Management
- Estate Planning
- Finance
- Financial Services
- Strategic Financial Planning
- Wealth Management
Sandy Carlson Summary
- Sandy Carlson, based in Charlotte, NC, US, is currently a Partner | Wealth Advisor | Regional Director 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. With a robust skill set that includes Asset Management, Estate Planning, Finance, Financial Services, Strategic Financial Planning and more. Sandy Carlson has 1 emails on RocketReach.
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