Andrew began his career in financial services after graduating from Ithaca College and competing in the Division III World Series. He joined Northwestern Mutual, where he spent two years as a financial representative, collaborating with advisors to address clients’ insurance and financial planning needs while building his own client base. During this time, he passed the Series 7, 63, and 66 securities exams, and earned life and health insurance licenses.
In 2015, Andrew fulfilled a lifelong goal by joining his father, Jim, as a financial advisor. Bringing experience from his time at Northwestern Mutual, he added a fresh perspective to the team. Together, they quickly aligned on a planning-first approach—prioritizing customized wealth planning as the foundation for helping clients achieve their goals. Andrew later earned his CERTIFIED FINANCIAL PLANNER® designation and is dedicated to understanding each client’s unique goals, concerns, and aspirations before making investment recommendations. He continues to work closely with Jim, gaining insight into his investment philosophy and approach to long-term success.
In September 2021, after extensive thought, Andrew, Jim, and Pam transitioned their practice to RBC Wealth Management. They believed that RBC provided the best platform to serve clients, support long-term financial security, and grow their business. Today, the team works with individuals, families, and business owners, and welcomes conversations with those seeking thoughtful financial guidance.
The Turner Financial Group focuses on building customized portfolios tailored to each client’s circumstances, risk tolerance, time horizon, and objectives. The team strives to provide exceptional service, transparency, and consistent communication to support strong long-term outcomes. When appropriate, they collaborate with clients’ attorneys and accountants to help ensure alignment across all aspects of financial planning. They look forward to continued growth and invite prospective clients to explore whether their family business is the right fit.
Andrew lives in Randolph, New Jersey, with his wife, Maeghan, their children, Griffin and Reese, and their dog, Rogan. In his free time, he enjoys spending time with family, golfing, fishing, and playing cribbage.
