Edward Jones-Financial Advisor: Sandi McCarter

Edward Jones-Financial Advisor: Sandi McCarter Financial Advisor | CFP® | CEPA® | Helping Clients Navigate Major Life Transitions & Plan Confidently for Retirement

As an Edward Jones financial advisor, I help guide people through major life transitions—such as retirement, the loss of a partner, or exiting a business—with clarity and thoughtful support. I view money as a tool that, when used intentionally, can contribute to greater freedom, opportunity and meaningful, lasting impact. I work primarily with individuals and families 15 years or less from retirem

ent, including business owners who need a thoughtful exit strategy. I am a CERTIFIED FINANCIAL PLANNER® professional and provide comprehensive planning rooted in high ethical and professional standards. I have earned the Certified Exit Planning Advisor® designation and help business owners understand their company’s value and prepare for a successful transition. My approach focuses on:

-Helping safeguard what you’ve built
-Investing according to your goals and risk comfort
-Enhancing wealth through tax‑advantaged strategies
-Preparing for the care of your heirs
-Giving intentionally to maximize your impact

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
06/02/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/42WuQ2C

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4nBxc00

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate ear...
05/11/2026

Despite ongoing geopolitical noise, markets have increasingly refocused on underlying fundamentals. Strong corporate earnings, a resilient economy and solid labor market data have helped drive equities to new record highs.

Senior Economist James McCann outlines three key trends to watch in the latest Weekly Market Wrap.

https://bit.ly/4tz60k5

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?Senior Global Inv...
05/04/2026

Markets are pushing higher despite geopolitical and energy uncertainty. So what’s driving the momentum?

Senior Global Investment Strategist Angelo Kourkafas breaks down how strong corporate earnings, continued AI investment and a resilient consumer and economy are supporting markets in the latest Weekly Market Wrap.

https://bit.ly/4n74yUz

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fun...
04/27/2026

After navigating recent geopolitical shocks, markets are showing notable resilience as investors refocus on economic fundamentals and corporate earnings. From developments in the Middle East to expectations around a potential Fed leadership change and a busy earnings season, Senior Economist James McCann outlines what investors should be on the lookout for in the latest Weekly Market Wrap.

https://bit.ly/49bR2ZM

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient ea...
04/20/2026

Markets have rapidly priced out worst-case risks, with easing oil pressures, stabilizing interest rates and resilient earnings fueling one of the fastest rebounds to new highs on record.

In this week’s Weekly Market Wrap, Senior Global Investment Strategist Angelo Kourkafas examines whether the optimism is justified, and where markets may go from here.

https://bit.ly/48VZexa

As markets navigate recent market volatility and weigh the potential duration of oil supply disruptions, underlying U.S....
04/06/2026

As markets navigate recent market volatility and weigh the potential duration of oil supply disruptions, underlying U.S. economic fundamentals remain encouraging. For long-term investors, now is not the time to make emotionally charged investment decisions but rather consider a simple pulse check on your portfolio.

Mona Mahajan, Senior Investment Strategist, explains in our Weekly Market Wrap.

https://bit.ly/4mdOOOR

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whethe...
04/01/2026

There's no universal answer on the "right time" to retire, but exploring these five questions can help you decide whether you might be emotionally ready. Think your answers through, and let's schedule time to discuss how to help get you retirement ready.

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Address

2940 Union Road, Suite B
Gastonia, NC
28054

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+17048619121

Website

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