Andrew has more than 20 years of experience in the financial industry, working with both individuals, companies and nonprofit/charitable entities. He looks to understand what a client’s goals are and then determines what asset allocation and investment approach can help provide the highest probability of successfully meeting those goals. Andrew began his career at Putnam Investments in 1998, and later worked as a financial advisor for firms such as AG Edwards/Wachovia Securities and Wells Fargo Advisors before joining RBC Wealth Management. He passed the Series 6, 7, 63 and 66 exams and holds life and long-term care insurance. He also currently holds the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning.
Andrew currently resides in Acton with his wife, Pam, son, James and rescue dog, Andy. In his free time, he enjoys golf, cooking, good food, wine and scotch, traveling and spending time with his family. Andrew recently was a trustee, treasurer and office for the Infant Toddler Children Center in Acton, a nonprofit daycare center providing care for infants up through school-age children.
