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Edward Jones-Financial Advisor: Sandi McCarter

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Edward Jones-Financial Advisor: Sandi McCarter

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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 retirement, 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

11/02/2026

THANK YOU! 💜
We had an amazing time at the Annual Walk to End Alzheimer's and are so grateful to everyone who joined us. A special shoutout to Sir Purr from the Carolina Panthers for stopping by and making the day even more fun!
Together, we're helping support research that is leading to new treatments for Alzheimer's and other dementias. If you'd like to join us next year, send us a message and we'll add you to our team list. Let's make next year even bigger! 💜👟

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4Bs80Q7

A summary of last week's market highlights and economic news.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4ywVLzj

10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4dAZ1lA

10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4rPgM6C

10/01/2026

The Walk to End Alzheimer's is October 10th, 2026 at Rotary Pavilion Gastonia. Many of you know why this is so dear to my heart and this year, The Walk is on my Mom's birthday.

I would be honored to have you join my Team! Sign up and meet me at the BRIGHT YELLOW Edward Jones tent at the walk. https://tinyurl.com/2unhrtnw

If you want to learn more about The Walk and the mission, take a listen to Gaston's Great podcast. https://www.gastonsgreat.com/podcast/episode/802463b8/more-than-a-walk-the-fight-to-end-alzheimers

Support Edward Jones - Region 244 Gaston County Jonesing for a Cure in the fight to end Alzheimer's. Donate today to help them reach their goal.

10/01/2026

Checking my Birdfy from the office.

This guy's feathers are looking great. He was looking rough during molting season.

09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4iT4fN6

09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4yRw8ty

09/14/2026

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as we head into what is likely to be the year's most closely watched Federal Reserve meeting.

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on whether this is the start of a longer policy tightening path, and what it could mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4cKAdao

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

https://www.edwardjones.com/us-en/financial-advisor/sandi-mccarter

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