Tony M. D'Andrea,
CFP®, CPA Branch Manager, Round Table Advisors Senior Financial Advisor, RJFSAs a CERTIFIED FINANCIAL PLANNER® practitioner and a Certified Public Accountant*, Tony leads the way as the Branch Manager of Round Table Advisors, LLC.
Tony's unwavering commitment to integrity and reliability when handling his clients' financial needs is matched only by his dedication to always prioritize their interests. He was drawn to Raymond James due to the firm's rich experience, comprehensive investment resources, and its notable absence of requirements to push specific investments.
Backed by strong support from the firm, his partners, and a skilled support staff, Tony is empowered to deliver to effective solutions in creating comprehensive financial and retirement plans for his clients.
Tony's journey began as a CPA with a prominent international public accounting firm, where he served clients across a diverse range of industries. Prior to joining Raymond James in 2000, Tony co-founded Medical Management Professionals, Inc., a national physician practice management firm. He holds a bachelor's degree in business administration/accounting from Widener University in Chester, Pennsylvania.
Beyond his professional pursuits, Tony is deeply engaged in community service throughout his career. He's been an honorary board member and former chair and treasurer of Big Brothers Big Sisters of Greater Chattanooga, a current board member and chair of National Center for Youth Issues, and a current board member of Ruby Falls, Inc. Tony's past involvements include serving as a trustee and treasurer of St. Nicholas Elementary School, as a board member, chair, and treasurer of Hospice of Chattanooga and Hospice of Chattanooga Foundation, and as a board member, chair, and treasurer of the Tennessee Society of CPAs, Chattanooga chapter.
Although Tony was born and raised in Philadelphia, he has made Chattanooga his home with his wife, Lisa, and they have three lovely daughters, Caroline, Katherine, and Annalisa. In his leisure time, Tony revels in travel, golf, reading, hiking, and cherishing moments with his beloved family.
*The tax advice and/or services of Tony D’Andrea are independent of RJFS. Raymond James does not provide tax or legal advice.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
“Integrity is doing the right thing, even when no one is watching.”