Currently serving as the Regional Branch Manager for LPL Financial and Pence Wealth Management, Andrew brings a wealth of experience and expertise to his role.
Having commenced his journey in 2011, Andrew owns a solid foundation within the industry. He holds FINRA Series 7, 66, and 9 & 10 registrations through LPL Financial, coupled with the esteemed Certified Financial Planner® designation. He holds a bachelor’s degree in business management from the University of Phoenix.
Andrew’s enthusiasm lies in fostering collaborative partnerships with Financial Advisors, championing a culture of exceptional service and support to elevate the client experience. Drawing from his rich professional history, which includes his tenure as a Financial Advisor and Consumer Investment Market Leader at Merrill Lynch Wealth Management, he brings a wealth of knowledge in overseeing operational excellence and advisor retention.
With a track record of working with many Financial Advisors, high net worth individuals, and private clients, Andrew is well-equipped to navigate the complexities of the financial services industry. His unwavering dedication to the success of his team, aligning with their goals and fostering their future achievements, underscores his commitment to driving excellence within the firm.
When he’s not immersed in the world of finance, Andrew cherishes moments spent with his cherished family – his wife and three children. Balancing his professional ambitions with his personal life underscores his commitment to holistic success.