Andrew operates his own personal book of business as a Financial Advisor. His primary goal is to provide families and business owners with assistance in building their financial freedom. Andrew can assist with wealth management, protection strategies, investment strategies, retirement solutions and tax-minimizing strategies. He has the skills, knowledge and expertise required to help meet his client’s personal goals. In addition to these services, Andrew can also help clients prepare through all stages of life via comprehensive financial planning.
Andrew joined Capital Financial Strategies in 2017 and he brings over 12 years of Industry experience, which includes a role as Financial Advisor at BBVA Compass Investments Solutions. Additionally, he has a vast majority of banking and lending experience with over 10 years in the industry where he was a Preferred Banker at Compass Bank, Wells Fargo Financial, and PNC Bank in his home town of Pittsburgh, Pennsylvania.
Andrew is a Registered Representative and Investment Advisor Representative whose securities registrations include, Series (7, 63 and 65), along with his life and annuity license. Andrew received his college education at Mercyhurst College in Erie, Pennsylvania where he received his Bachelor’s degree in Criminal Justice. Andrew played four years of Division I Men’s Volleyball and continued to play professional beach volleyball when he moved to Jacksonville, Florida fourteen years ago.
Andrew resides in St. Johns County with his beautiful wife and two wonderful daughters.
Ready to learn more about how Andrew can help you as a Financial Advisor? Contact him today at 904-536-0040 or fill out our contact form.