Senior Vice President, Investments
With more than 36 years of experience in financial planning and investment management, Andrew Kubicsko has the accumulated knowledege and perspective to help keep you and your financial future on a steady course. Andrew understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Andrew will be with you every step of the way offering sound advice and customized financial solutions to help you achieve what matters most to you.
Andrew endeavors to create long-term meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations, your risk tolerance, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of current financial markets, Andrew designs a personalized investment portfolio based on recommendations with your best interest in mind. He takes the time to explain his recommendations and, once you are comfortable with your new plan, puts it into action and will review its performance for opportunities to adapt to life changes and new goals.
Andrew began his career in financial services in 1978 and previously spent 18 years with A.G. Edwards Today, Andrew provides financial and estate planning through the use of equities, fixed income securities, and 529 education savings plans and more through Raymond James.
A native of Chicago, Illinois, Andrew resides in Lake Geneva, Wisconsin. He is a member of the Geneva Environmental Association, Lake Geneva Yacht Club, and the Antique and Classic Boat Society. Away from the office Andrew also enjoys boating, alpine skiing, restoration of wood boats, and building custom cars.