Andrew has been working as a financial advisor with Equitable since 2017, where he specializes in assisting both individuals and business owners in achieving their financial goals as a fiduciary. For individuals, Andrew provides support with various financial planning needs, including wealth and portfolio management, tax diversification, cash flow analysis, retirement and estate planning, and insurance needs. When it comes to businesses and business owners, Andrew helps them navigate the employee benefits landscape such as group health insurance, 401(k) plans, and other benefits, while also serving as a complimentary resource for all employees.
In 2016, Andrew graduated cum laude from West Chester University of Pennsylvania, having earned degrees in Finance and Accounting. Before joining Equitable, he gained experience in Private Equity and Hedge Fund accounting. While he grew up in Marlboro, NJ, he has been residing in Jersey City for the past five years. Andrew's passion for sports shines through his support for the NY Jets, NY Yankees, and is a huge soccer supporter.
With life, accident, and health licenses, as well as Series 7 and 66 Securities Registrations, Andrew is well-qualified to provide a comprehensive range of financial services. His expertise in employee benefits makes him an invaluable resource for businesses and business owners looking to ensure the well-being of their employees.
CA License #4327373
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.