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portrait of Sarah M Banks
FINANCIAL ADVISOR

Sarah M Banks

WMCP®
106 Gosling Way Ste F, Summerville, SC 29486opens in a new window
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About Sarah

As an Edward Jones financial advisor, it's my great joy and deep responsibility to help you reach your financial goals. I focus on retirement planning, protection and estate considerations. I provide customized solutions tailored to my clients' needs, while working closely with their CPAs, attorneys and other professionals.

I graduated in 2004 with a bachelor's degree from the University of Missouri-St. Louis. I began my Edward Jones career in 2006 at our home office. I then served as a financial advisor in Long Beach, New York, from 2009 to 2016 and relocated to Summerville, South Carolina, in 2016. I chose...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesMay 2006 to Current

Certifications

  • WMCP®

    Wealth Management Certified Professional®

Education

  • Univ of Missouri-St LouisBachelor of Science

Personal Interests

  • Community Outreach
  • Fine Dining
  • Dancing
  • Health & Nutrition
  • Spending Time with Family

Team Members

  • Amanda Liebl
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(843) 797-1905

Fax

(877) 479-5329

Office Address

106 Gosling Way Ste F
Summerville, SC 29486opens in a new window

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