Sandi McCarter
Financial Advisor | Strategic Wealth Guidance for Executives and Business Leaders | Certified Financial Planner® (CFP®) | Certified Exit Planning Advisor® (CEPA®)
- Role
- Financial Advisor at Edward Jones
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Sandi McCarter
As an Edward Jones financial advisor, I guide people through major life…
Experience
Financial Advisor
Apr 2023 — Present
Education
East Carolina University - College of Business
Bachelor of Science - BS
Skills
- Sales
- Sales Management
- New Business Development
- Account Management
- Strategic Planning
- Marketing Strategy
- Management
- Team Building
- Customer Service
- Marketing
- B2b
- Direct Sales
- Social Media Marketing
- SEO
- Online Marketing
- Business Development
- Search Engine Optimization (SEO)
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