With more than 27 years of experience, Andy offers his clients comprehensive, multigenerational financial planning and investment management. He joined Raymond James in 2009 after 17 years at Merrill Lynch in Greenville, where he was vice president and senior financial advisor.
As a trained economist, Andy leads the overall investment strategy for Arbor Wealth Management of Raymond James. Andy has completed the Advanced Estate Planning Institute program (AEPI) at the Raymond James Institute of Finance, and the Institute of Investment Management Consults.
Andy earned a Bachelor of Science in economics from Presbyterian College in Clinton, South Carolina, where he was a member and president of the Pi Kappa Phi fraternity.
Andy is a member of the United Methodist Church. He is a former board member for South Carolina Children's Theatre and Greenville County Youth Orchestras. Originally from Mauldin, he lives in Greenville with his wife, Linda. They have two sons, Alex and Stuart.
Raymond James is not affiliated with the above organizations and/or charitable causes.