Andrea

D: 239.415.8042

T: 239.415.8000

F: 239.415.7618

TF: 800.237.4472

14541 Hope Center Loop Ste 101 Fort Myers, FL 33912-4702

Andrea C. Saint-Pere,

MBA Registered Practice Business Coordinator

Prior to joining Raymond James in September 2018 as a Senior Registered Sales Associate, Andrea worked in the financial services industry beginning her career with Bank of America in 2007 and joined Merrill Lynch in 2014. She strives to help high-net-worth clients, business owners, and women in transition pursue their wealth management goals; whether these are professional, personal or a combination of both.

With the tools and research available at Raymond James, Andrea uses goals-based wealth management and planning that allows her to successfully prioritize clients goals and collaborate with a team of experts in order to develop a customized strategy for clients.

Andrea’s goal is to help clients implement a wealth blueprint for their financial future by understanding their current financial needs and uncovering their future aspirations. Passionate about delivering excellent service, Andrea works to help clients save time, make more informed financial decisions and drive progress.

Andrea hold’s her Master’s Degree in Business Administration and a Bachelor’s Degree in Business Management from Hodges University. Andrea is a Charter Member of Zonta Club of Cape Coral and a member of Zonta International. She is fluent in both English and Spanish. Andrea enjoys tennis, traveling internationally and spending time with her family. Andrea now resides in Cape Coral, FL with her husband Jimmy.

 

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