Andy, a financial advisor with more than 25 years of experience, offers his clients comprehensive, multigenerational financial planning and wealth management. He joined Raymond James in 2009 after 17 years at Merrill Lynch in Greenville, where he was vice president and senior financial advisor.
As a trained economist, Andy leads the overall investment strategy for Arbor Wealth Management of Raymond James as well as acting as tactical investment strategist. Always wanting to help better serve the needs of our clients, Andy completed the Advanced Estate Planning Institute program (AEPI) at the Raymond James Institute of Finance.
He earned a Bachelor of Science in economics from Presbyterian College in Clinton, South Carolina, where he was a member and president of the Pi Kappa Phi fraternity.
Andy is a member of the United Methodist Church. He is a board member for South Carolina Children's Theatre and a past board member of the Greenville County Youth Orchestras.
Originally from Mauldin, he lives in Greenville with his wife, Linda. They have two sons, Alex and Stuart.
Raymond James is not affiliated with any organizations mentioned.