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Andrew Wallace, Financial Advisor Making The Complex More Simplified

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Manage episode 345973165 series 2895276
Content provided by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Episode 76 - Andrew graduated from the Indiana University of Pennsylvania (IUP) with a bachelor’s degree in finance. He also holds the FINRA SIE, Series 7, 66, and life & health insurance licenses. He was a member of the Student Managed Investment Portfolio throughout his college tenure, where he managed a portion of IUP’s assets and nurtured his passion for finance. Andrew enjoys comprehensive financial planning and helping individuals reach their financial goals. He focuses on long-term, consistent investing to help others succeed financially.
Andrew was a member of the Student Finance Association at IUP and treasurer of the Kappa Sigma fraternity. Throughout his years, he was very involved in hosting events to raise funds for numerous organizations, primarily the Military Heroes Campaign.
Andrew grew up in Sykesville, Maryland, where in his free time, he enjoys golfing, fishing, going to the beach, and spending time with his friends & family. Additionally, he loves cars and watching his favorite football team, the Baltimore Ravens. Learn more about Andrew here: https://www.contewealth.com/team/andrew-m-wallace/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

116 episoade

Artwork
iconDistribuie
 
Manage episode 345973165 series 2895276
Content provided by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Episode 76 - Andrew graduated from the Indiana University of Pennsylvania (IUP) with a bachelor’s degree in finance. He also holds the FINRA SIE, Series 7, 66, and life & health insurance licenses. He was a member of the Student Managed Investment Portfolio throughout his college tenure, where he managed a portion of IUP’s assets and nurtured his passion for finance. Andrew enjoys comprehensive financial planning and helping individuals reach their financial goals. He focuses on long-term, consistent investing to help others succeed financially.
Andrew was a member of the Student Finance Association at IUP and treasurer of the Kappa Sigma fraternity. Throughout his years, he was very involved in hosting events to raise funds for numerous organizations, primarily the Military Heroes Campaign.
Andrew grew up in Sykesville, Maryland, where in his free time, he enjoys golfing, fishing, going to the beach, and spending time with his friends & family. Additionally, he loves cars and watching his favorite football team, the Baltimore Ravens. Learn more about Andrew here: https://www.contewealth.com/team/andrew-m-wallace/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

116 episoade

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