Andrew brings persistence and passion in his approach to financial services. That passion is fueled by a genuine love of his work and sincere commitment to his clients and their families. He’s dedicated to his clients and focused on helping them pursue their desired goals and objectives.
Andrew is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Chartered Financial Consultant® and Chartered Retirement Planning Counselor™. With more than two decades of professional experience in financial services, Andrew’s accomplishments and professional designations are further backed by a BS degree in finance, with a minor in architecture, from Syracuse University.
Andrew joined Raymond James in early 2021. On a day-to-day basis, Andrew’s work as a financial advisor involves client servicing and business development. Andrew is dedicated to helping clients preserve their wealth through mindful risk management, prudently build their wealth with thoughtful asset allocation and security selection, and ultimately maximize the transfer of wealth to their families and philanthropic causes through careful execution of the necessary financial planning.
Andrew was attracted to the competitive and entrepreneurial aspects of the industry. He enjoys the fluidity of the business, the daily challenges and complexities, and the opportunity to work with people and help them address their needs. While he and his team serve a varied clientele, many of his clients are business owners, entrepreneurs and high-net-worth individuals.
Outside the office, Andrew spends his free time with his family, playing basketball and golfing, and is an avid sports fan. He is a past member of the annual fundraising committee for Hauptman-Woodward Medical Research Institute as well as the Board of Governors for the Country Club of Buffalo.
Originally from Williamsville, New York, Andrew currently resides in his hometown with his wife, Julia, and two children, Sophia and Luca.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with any of the companies mentioned.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.