Sarah M Banks

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 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 diverse equity and inclusion leader for my region.

I currently serve on the board of directors for One80 Place, which aims to end and prevent homelessness in South Carolina. I am also a member of the greater Charleston YWCA.

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 fiancé 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 by using an established process and creating personalized strategies.

Find me on Facebook (Edward Jones Financial – Sarah Banks) and LinkedIn (Sarah M. Banks).