Andy applies his more than 16 years in the financial services industry to help his clients meet their short- and long-term goals. Prior to joining Raymond James in 2014, he held high-level positions at both Merrill Lynch and Smith Barney. His extensive team management and training experience inform his work on a daily basis.
Andy earned his bachelor’s degree from Pomona College and his master’s degree from Oriel College, University of Oxford, both in English literature. He went on to graduate with an MBA in marketing and international relations from Seattle University. Andy is a Certified Financial Planner™ professional and a Chartered Retirement Plans Specialist®. He holds his Series 3, 7, 9, 10 and 66 securities licenses and is insurance licensed in Colorado and California.
Although he is originally from Colorado, Andy makes his home in Burbank, California. In his free time, he enjoys travel, photography and scuba diving. As a divemaster with the Professional Association of Diving Instructors, he has participated in more than 850 logged dives.
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.