Andrew L. ClaudioAssociate Wealth Manager

As an Associate Wealth Manager, Andrew (“Andy”) works with clients in several areas such as Investments, Insurance review, Estate Planning review, and Income Tax planning, among others. He also works closely with the Wealth Managers of the firm in preparing financial plans. Andy graduated from the University of North Florida with BBA degrees in Finance and Financial Planning. After graduation he worked for a large national brokerage firm for close to two years. This experience led him to seek out a role with a fee-only firm that specializes in building comprehensive financial plans for their clients. In July of 2021 he passed his CFP® exam and is now working on completing his experience requirement to become a CFP® practitioner. When he is not at work, he enjoys cooking for family and friends and exploring Jacksonville with his girlfriend and 2 dogs, Bentley and Shae.

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