Wealth Planner
Wealth Advice
Andrew is a Wealth Planner with McGill Advisors. He graduated Summa Cum Laude from Virginia Tech with a degree in Finance under the CFP® Certification Education Option and was a member of the university's Financial Planning Association Student Chapter. Andrew is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification as well as his Certified Investment Management Analyst® designation, which is administered by Investments & Wealth Institute and taught in conjunction with the Yale School of Management. He has passed both the CFP® and CIMA® exam and is actively working on each certification’s experience requirement.
Andrew has been a contributing author to the McGill Advisors Bright Ideas blog and has had numerous articles on various wealth management topics featured in major media outlets such as Kiplinger.com, Ed Slott’s IRA Advisor Newsletter, and Yahoo Finance.
Originally from the Northern Virginia area, Andrew now lives in South End where he enjoys staying active, traveling, volunteering, and finding new venues to explore in and around the Charlotte area.