Andrew has over 7 years of experience in client relationship management and sales development at leading technology companies including IBM. His experiences have molded him into a professional that understands the value of providing trusted, timely, and empathetic advice.
His deep interest in markets, investing, and building relationships in the community, coupled with the opportunity to continue serving our client base, has brought him and the team together. Andrew will focus on the care and support of our clients, and efforts to expand our capabilities to serve our clients and their families. He is participating in the Raymond James Advisor Mastery Program and continues to broaden our team’s exposure to the next generation of clients through digital channels and marketing platforms.
Andrew is a 2017 graduate of the University of Virginia, where he studied Government and played football. He resides in Virginia Beach with his wife, Ainsley, and their dog, Chap. He is Series 7 and 66 Licensed as well as holds his Life, Health and Annuities Insurance Licenses in Virginia, North Carolina, and Georgia. He has also received the WMS (Wealth Management Specialist℠) designation through the College for Financial Planning.
Raymond James has partnered with Norwich University’s College of Graduate and Continuing Studies to offer Raymond James’ Advisor Mastery Program (AMP) graduates additional credits towards obtaining the Graduate Certificate of “Investment Management Professional.” AMP graduates can obtain the Graduate Certificate by taking just one additional online graduate course in managerial finance. Once the “Investment Management Professional” Certificate is earned, a financial advisor has the ability to complete the full MBA degree by taking four more online classes.