Andrea enjoys working with and getting to know our clients. She works diligently behind the scenes to ensure that all operational and service needs are being met for each and every relationship. Andrea wants clients to feel comfortable and know that their planning needs are in good hands.
Focusing on each client’s individual needs while also making sure that all team resources are leveraged in relationships with high-net-worth clients and families is not new to Andrea. She has been working in the financial services industry since 2008.
She began her career with Northwestern Mutual as an associate financial representative and office manager for a wealth management advisor. Previously, Andrea worked on the account transfer team as a client service associate in the investment services department at Northwestern Mutual’s home office in Milwaukee, Wisconsin. Andrea holds Series 6 and 63 securities licenses and is insurance licensed. She earned a bachelor’s degree from the University of Wisconsin-Milwaukee, where she was a member of the college soccer team.
Andrea moved to Charleston, South Carolina, in 2015, with her husband, Derrick, and their two daughters, Ashlyn and Addy. Originally from Milwaukee, Andrea was drawn to Charleston’s beauty, history and warm weather. In her free time, Andrea enjoys running Spartan races, going to the beach, working out, playing soccer and spending time with her daughters.
Raymond James is not affiliated with any of the companies mentioned.