Andy is highly experienced in providing comprehensive financial planning and insightful investment guidance to the individuals and institutional clients he serves. His areas of expertise include retirement planning, managed money, 401(k) plans and college planning. He finds great fulfillment in helping clients pursue their goals and ultimately achieve financial independence.
Before joining Raymond James in December 2015, Andy was a vice president and financial planning specialist at Morgan Stanley. He earned a bachelor's degree in business administration and management from Adelphi University.
Andy is from Garden City, where he resides today with his wife, Tara, and children, Olivia, Andy and Ava. An avid golfer, Andy also enjoys tennis and platform tennis. He served as a youth coach at the Garden City Athletic Association and St. Joseph's CYO.
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