Edward Jones-Financial Advisor: Sandi McCarter

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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 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

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
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

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
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

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
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

The Walk to End Alzheimer's is October 10th, 2026 at Rotary Pavilion Gastonia. Many of you know why this is so dear to m...
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.

Checking my Birdfy from the office. This guy's feathers are looking great. He was looking rough during molting season.
10/01/2026

Checking my Birdfy from the office.

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

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
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

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an ...
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

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as w...
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

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4zYFLIc

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4zOcY96

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

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