As Director of Wealth Management at Regal Advisory Services, Inc., Andy’s responsibility is the growth of Regal’s full service, Wealth Management business. Andy has been partnering with advisors in all channels of advisory services and brokerage for more than 25 years. His knowledge base and experience encompasses all facets of the wealth advisory industry. He’s worked with broker dealers, Registered Investment Advisors and TAMPs as they build and manage their platforms. Andy’s passion is helping advisors become more effective in helping their clients be more successful. He also works hard as an advocate-based partner to help advisors strengthen client Retention, Acquisition and Wallet Share.
Andy graduated from Brown University with a BA in Business Economics. Andy holds the Series 24, 7, and 63 licenses.