As an Edward Jones financial advisor, I focus on retirement planning, protection and estate strategies. 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 in the headquarters. I then served as a financial advisor in Long Beach, NY, from 2009 to 2016. My spouse, Korey W. Banks, a University of South Carolina graduate, is also a financial advisor with Edward Jones. We relocated to Summerville, SC in 2016 and have two little boys, Klayton and Kristian.
I became a limited partner of Edward Jones in 2009 and have held the following leadership positions during my time with the firm: recruiting leader, field trainer, mentor, female inclusion leader and transfer recruiting liaison. Currently, I am the women and diverse inclusion leader for my region.
I am a member of Lions Club International and served as the Leos coach while in Long Beach. I am also the founder and leader of the local Christian group, Soul Sisters, and am on the Advancement Committee for One80 Place in Charleston, SC.
My branch office administrator, Amanda Curd, began her career with Edward Jones in March 2019. She brings over 10 years of client service experience and is an avid volunteer for Habitat for Humanity, Salvation Army and United Way. She and her fianceé moved to the low country from Mississippi to be near family. Amanda enjoys reading, watching movies, exploring Charleston and spending time with family.
Together as a team, we aim to provide exceptional, customized service to all of our clients.
Find me on Facebook (Edward Jones Financial – Sarah Banks) and LinkedIn (Sarah M. Banks).
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
- Entrepreneurs & Business Owners
My Personal Interests
- Community Outreach
- Fine Dining
- Health & Nutrition
- Spending Time with Family
Phone NumberSarah M Banks at (843) 797-1905
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More