Sandy Carlson, CPA, CFP®, CDFA™
Partner | Wealth Advisor | Director of Financial Planning at Waverly Advisors, LLC
📍 Charlotte, North Carolina, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.
Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.
Experience
29 Years
Current Role
Partner | Wealth Advisor | Director of Financial Planning
Job Level
Mid-senior
Location
Charlotte, North Carolina, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Sandy cares about
Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Career
Work history
4-2024
Partner | Wealth Advisor | Director of Financial Planning
Waverly Advisors, LLC
8-2013 - 4-2024
Partner | President
McShane Partners
7-2009 - 8-2013
Director of Wealth Management
Eastover Investment Advisors LLC
9-2006 - 8-2009
Director of Wealth Management
Allen, Mooney & Barnes Investment Advisors
2-2004 - 9-2006
Tax Senior
Thomas Howell Ferguson P.A.
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1990 - 1995
Bachelor of Science
Florida State University
Social presence
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.