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Andrew Durfee, CFP®, ChFC®, CRPC®
Wealth Advisor

Andrew joined the Crux Wealth Advisors team in 2021 our Buffalo, NY satellite office. Before joining our team, Andrew and his partner, Anthony, began Durfee & Pandolfi Wealth Management at UBS Financial Services in Buffalo in 2011. As First Vice President—Wealth Management, his focus was business development and managing client relationships. Prior to that, Andrew spent seven years as a Financial Advisor at Morgan Stanley in Buffalo, where he gained valuable industry experience.

Competitive by nature, the wealth management industry was a natural fit for Andrew. He was attracted to the fluidity of the business, the daily challenges and complexities, and the opportunity to work with people and help them address their needs. Andrew is data-driven, a strategic thinker and a planner, all of which contribute to his passion for holistic financial planning. He genuinely enjoys engaging with clients and he works tirelessly to help ensure they reach their goals.

Andrew collaborates with our team to ensure that we find solutions to each of our clients’ needs and concerns. He wants every client to feel confident in our approach to managing their wealth. Andrew is dedicated to helping clients preserve their wealth through careful risk management, prudently help grow 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 planning.

Always committed to furthering his professional development, Andrew has earned the CFP®, ChFC®, and CRPC® professional designations. He graduated from Syracuse University in 2004 with a Bachelor of Science in Finance and a minor in Architecture.

Andrew Durfee

I was born and raised in the Buffalo area, and I’m proud to call this my home and raise my own family here. My wife, Julia, and I have a daughter Sophia, and we are expecting our second child in 2021. Both of our families still live in Buffalo and we are excited to be a part of the ongoing revitalization.

I’ve never been one to do anything half-speed. I am absolutely committed to what I do, and when I’m not working I am equally committed to my family and enjoying my life. We love going on vacations and spending time with our friends. Additionally, sports have always been an important part of my life. I love to play basketball and golf as often as possible and enjoy watching and supporting my alma mater, Syracuse University, the Boston Celtics, Buffalo Bills, Buffalo Sabres and University at Buffalo.

Giving back and making an impact on our community is also very important to me. Since 2012, I have volunteered and raised funds for the Hauptman-Woodward Medical Research Institute. Most importantly, I make a conscious effort to improve myself as a father, husband and person on a daily basis.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.

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