Andrew brings thoroughness and responsiveness to his approach to financial services. He applies attention to detail and commitment to helping clients pursue their desired lifestyles. Andrew strives to serve as a sounding board to his clients. That is why client service is his number one priority.

On a day-to-day basis, Andrew strives to help clients manage their financial lives in a comprehensive and integrated way. He starts by getting to know you, then works with you to examine all aspects of your financial situation, including your income, expenses, investments, taxes, estate planning and more. He works closely with each client to understand their unique goals and needs, developing a customized wealth plan that aligns with their objectives and values.

Andrew graduated from UNC Chapel Hill with a bachelor’s degree in Industrial Relations and Business Management. While at UNC, Andrew was a member of the men’s varsity soccer team and the Zeta Psi fraternity. Prior to joining Raymond James, Andrew began his career in wealth management with Merrill Lynch in 2011. Andrew began his business career at Koury Corporation, where he worked for 11 years as a real estate project manager. Andrew holds the designation of Certified Plan Fiduciary Advisor™.

Andrew has been involved in several community organizations, most recently serving as a board member of the NC Fusion Soccer Club.

A lifetime resident of Greensboro, North Carolina, Andrew still resides with his wife, Riegel, and children, Maria, Andrew and Lola. Away from the office, they enjoy spending time at the lake, beach and attending their children’s many athletic events.

Raymond James is not affiliated with and does not endorse the above organizations.

Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.