Andrea is a registered financial services professional with more than 20 years of experience providing support across the financial services industry. Providing her extensive knowledge in areas which includes: wealth management, banking, retirement planning, and insurance. Her career includes progressive roles with Cetera Investment Services, Wells Fargo, Ameriprise Financial Services, where she built deep expertise in managed-account platforms, portfolio rebalancing, complex transaction research, escalations, compliance, and client onboarding.
Andrea holds FINRA Series 7, 63, 66, and 6 licenses, along with Life, Health, and Variable Products credentials. She earned a Bachelor of Science in Business Administration from Dixie State College and is recognized for her dependability, attention to detail, polished communication, and commitment to delivering an exceptional client experience.g, retirement planning, and insurance.
