Edward Jones - Financial Advisor: Shannon A Sandlin, ADPA®
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Shannon A Sandlin, ADPA® serves clients with $2,000,000 plus and holds CFP®, CEPA®, and ADPA® certifications.
Best for
- wealth strategies for clients with $2,000,000 or more to invest
- retirement income strategies
- intergenerational planning
- estate and legacy strategies
- entrepreneurs and business owners seeking exit planning
Look elsewhere if
- investors seeking an advisor explicitly serving portfolios below $2,000,000
- clients needing emergency or after-hours financial services
Specialties
- wealth strategies
- intergenerational planning
- retirement income strategies
- estate and legacy strategies
- entrepreneur and business owner planning
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor®
- Accredited Domestic Partnership Advisor™
What makes them different
- Serves clients with $2,000,000 plus
- Client by referral
- Focuses on intergenerational planning and estate and legacy strategies
- Certified Exit Planning Advisor®
- Accredited Domestic Partnership Advisor™
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 1430 Commonwealth Dr Ste 100, Wilmington, NC 28403
- Phone
- (910) 509-1466
- Website
- https://www.edwardjones.com/shannon-sandlin
- shannon.sandlin@edwardjones.com
Services
- financial advising
- wealth planning
- retirement planning
- estate and legacy planning
- business owner financial planning