Andrea Wilson has been helping clients enhance their financial futures since 1994. Her key to success is her personalized approach in assisting clients with a broad range of financial needs.
"My mission is to become the primary, longstanding, trusted advisor that clients turn to for financial advice. I build relationships with people by listening and understanding their concerns and dreams. My commitment to ongoing education gives me the insight to work with clients throughout their llifetimes, providing them knowledgeable and unbiased advice to help them adapt to changes in both the economic climate and their lives."
Andrea's extensive education includes a bachelor's degree in Business Administration from Temple University, where she graduate cum laude. Since then, she has earned the designation of Certified Retirement Counselor®(CRC®), which required advanced coursework in investments, plan design, income management, and other retirement planning issues. Maintaining the designation demands 15 hours of continuing education annually to keep her current with the in increasingly complex challenges facing today's retirees. Is also requires her to comply with the International Foundation for Retirement Education's Code of Ethics. She maintains the following securities registrations with LPL Financial: General Securities Representative license (Series 7), a Uniform Securities Agent State Law license (Series 63) and a General Securities Principal license (Series 24).
In addition to education and experience, Andrea brings to clients her independence. After working for a national financial services corporation from 1994 to 2007, she founded her own company to avoid corporate pressures of having to recommend certain financial products or meet sales quotas. As an independent consultant, she has the freedom to suggest financial strategies that are driven strictly by her client's needs and best interests.
Due to her services, Andrea has built a loyal following of clients. Her practice continues to flourish thanks to client recommending her to friends, family members and business associates.