SHANNON SANDLIN
One of my favorite quotes is one from an 1854 lecture that French chemist Louis Pasteur gave at the University of Lille; "in the fields of observation, chance favors only the prepared mind."
Chance initially contributed to me completing my undergraduate studies many years ago at James Madison University in Harrisonburg, Virginia, home of the JMU Dukes. I was fortunate to graduate with a bachelor’s degree in business administration, with a focus in quantitative finance.
What proceeded after that formative time was a 14-year immersion into the world of finance and investment banking, working as an analyst and trader. I had the opportunity to live and work across the globe, and in 2012, made the decision to partner with Edward Jones to serve individual investors, businesses and non-profit organization endowments.
I feel very grateful to be of service to individuals, families and companies that strive to achieve a better outcome for themselves, their loved ones and surrounding community. It is fulfilling to work with clients and help simplify their financial lives with a clear and consistent approach.
While I was born north of the Mason-Dixon line in the beautiful town of Ringwood, New Jersey, I married a local “Wilmingtonian", and I am proud to call this area my primary home.
My husband, Kurt, and I enjoy being outdoors, and a few years ago, made one of our “bucket list” dreams come true and summited Mount Kilimanjaro in Tanzania, Africa (19,341 ft!).
Locally, I am honored to serve on the board of trustees of Thalian Hall Center for the Performing Arts, Inc., and have previously served on the board of trustees for The Wilmington Rotary Club. Nationally, I have the opportunity to support the great work of The Surfrider Foundation, World Central Kitchen, The National Park Service and the Glacier National Park Conservancy.
Outside of work, we enjoy being outdoors all-around, and love our rescue dogs!
My team and partners, Christie, Jill and Elaine, as well as my specialized teams based in St. Louis and Tempe, round out a veteran group committed to supporting our clients and what's most important to them.
Whether you are currently building your wealth, facing complex retirement options or have estate considerations later in life, we are ready to help you make better choices in support of you and your family’s longevity.
One of my favorite quotes is one from an 1854 lecture that French chemist Louis Pasteur gave at the University of Lille; "in the fields of observation, chance favors only the prepared mind."
Chance initially contributed to me completing my undergraduate studies many years ago at James Madison University in Harrisonburg, Virginia, home of the JMU Dukes. I was fortunate to graduate with a bachelor’s degree in business administration, with a focus in quantitative finance.
What proceeded after that formative time was a 14-year immersion into the world of finance and investment banking, working as an analyst and trader. I had the opportunity to live and work across the globe, and in 2012, made the decision to partner with Edward Jones to serve individual investors, businesses and non-profit organization endowments.
I feel very grateful to be of service to individuals, families and companies that strive to achieve a better outcome for themselves, their loved ones and surrounding community. It is fulfilling to work with clients and help simplify their financial lives with a clear and consistent approach.
While I was born north of the Mason-Dixon line in the beautiful town of Ringwood, New Jersey, I married a local “Wilmingtonian", and I am proud to call this area my primary home.
My husband, Kurt, and I enjoy being outdoors, and a few years ago, made one of our “bucket list” dreams come true and summited Mount Kilimanjaro in Tanzania, Africa (19,341 ft!).
Locally, I am honored to serve on the board of trustees of Thalian Hall Center for the Performing Arts, Inc., and have previously served on the board of trustees for The Wilmington Rotary Club. Nationally, I have the opportunity to support the great work of The Surfrider Foundation, World Central Kitchen, The National Park Service and the Glacier National Park Conservancy.
Outside of work, we enjoy being outdoors all-around, and love our rescue dogs!
My team and partners, Christie, Jill and Elaine, as well as my specialized teams based in St. Louis and Tempe, round out a veteran group committed to supporting our clients and what's most important to them.
Whether you are currently building your wealth, facing complex retirement options or have estate considerations later in life, we are ready to help you make better choices in support of you and your family’s longevity.
, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=shannon-sandlin, lname=Sandlin, hs_object_source_id=enrollmentId:903772024208;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202024/SANDLIN-SHANNON-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Jan%202024.pdf, hs_createdate=1706890190973, state=North Carolina, id=11996439130, advisor_type=Financial Advisor, designations__text_=CFP, ADPA, custom_page_title=Exit Planning Institute - Find a CEPA | Shannon Sandlin, member_profile_approval_flag=false, email=shannon.sandlin@edwardjones.com, associated_contact_record_id=23618701, cepa_attendance_sheet_url_2=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202023/SANDLIN-SHANNON-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Nov-2023.pdf, website=https://www.edwardjones.com/us-en/financial-advisor/shannon-sandlin, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202024/6416_Sandlin_CEPA-Certificate-2024-January.pdf, is_editable=editable, pending_profile_information=, url_slug_2=shannon-sandlin, impersonate_user_url=https://exit-planning-institute.org/member-detail/shannon-sandlin?impersonation=true, user_profile_updates_pending_epi_team_review=false, full_name=Shannon Sandlin, hs_lastmodifieddate=1745439799140, phone=+19105091466, company_name=Edward Jones, hs_object_id=11996439130, name=Shannon, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=28403, hs_updated_by_user_id=49327279, status=Published}- Advisor Type: Financial Advisor
- Website:
https://www.edwardjones.com/us-en/financial-advisor/shannon-sandlin - Phone: +19105091466
- Email:
shannon.sandlin@edwardjones.com - City: Hampstead
- State: North Carolina
- Postal Code: 28403
- Country: United States
- Designations: CFP, ADPA
- Markets Served:
- Company Name: Edward Jones
SHANNON SANDLIN

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
