Andrew – a client service associate – strives to provide his team’s clients with the highest possible caliber of service. He considers it his job to help ensure their finances are taken care of, that he is always available to provide assistance, and that the relationships he’s building with clients are grounded in trust. In his current role, Andrew assists his team’s financial advisors with creating, monitoring, and updating financial plans; transfers client income to appropriate accounts; and submits documents for client accounts.
Andrew holds a bachelor’s degree in finance and business from Missouri State University. Prior to joining Raymond James in January 2018, Andrew was employed as a financial representative with Northwestern Mutual, where his expertise helped with financial planning for personal and corporate development. While there, he provided guidance and innovative strategies for individual financial planning needs and helped develop financial plans. Andrew was also employed as a personal assistant with Central Bank in Lebanon and served for five years in the United States Marine Corps. His military background enables him to remain calm and efficient in high-stress situations, a trait he finds useful in his current profession.
Originally from Lebanon, Andrew makes his home in Springfield with his wife, Jennifer. When he’s not in the office, Andrew can be found golfing, traveling, hiking, going to the lake and spending time outdoors.