Andrew is a Client Relationship Manager based in our Boca Raton Office where he supports both NY and Florida GMAG advisor teams throughout the financial planning process, assists with building investment strategies, and manages client relationships.

Andrew is committed to fostering strong client relationships through clear communication and thorough organization, helping clients achieve their goals in changing financial environments.

A graduate of the University of Miami, he previously served as a Financial Professional with Equitable Advisors before joining GMAG in January of 2022.

Outside of work, Andrew loves to spend time on the golf course, read new books, and visit South Carolina to see his family.

Andrew resides in Fort Lauderdale, Florida.

Education & Credentials

• BS in Electronic Media, University of Miami
• Leading in Finance Certificate, Harvard Business School
• Licensed Investment Advisor Representative – Holds FINRA Series 7 and 66 licenses equipping advisors with key skills in retirement planning, portfolio strategies, investment products, and fiduciary obligations
• FPQP® – Financial Paraplanner Qualified Professional™