Sandra Carter

Sandra Carter is a Wealth Management Advisor with The Lacy Wealth Management Group, bringing over 30 years of experience in the financial services industry.

She began her career with Bank of America in 1993 and joined The Lacy Wealth Management Group in 2011. Sandra leverages her deep experience and Bank of America's extensive resources to deliver customized cash and credit management strategies tailored to the unique needs of successful families and business owners. She understands liability and credit management can be just as critical as investment planning in pursuing long-term financial success.

Her areas of emphasis include:

• Home financing
• Investment Property financing
• Securities-based lending
• Credit card and cash management solutions
  
  Sandra is committed to providing clients with an **exceptional level of care and service**, working closely with each client to develop **tailored private wealth analyses** designed to support their long-term financial plans.

She holds the **Chartered Retirement Plans Specialist™ , CRPS™** designation from The College for Financial Planning Institutes Corp., the **Certified Plan Fiduciary Advisor® (CPFA®)** designation from the **National Association of Plan Advisors (NAPA)** and is a **Certified Divorce Financial Analyst ® (CDFA®)** professional, focusing on guiding clients through financial transitions during divorce.

_{Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.}