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Andy Belk, Financial Advisor

FINANCIAL ADVISOR
Andy Belk

CFP®, ChFC®
10715 Sikes Pl Suite 110, Charlotte, NC 28277opens in a new window
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies

About Andy

I believe your money should serve your purpose, not the other way around. Helping clients maximize their potential to serve their purpose and achieve life goals with confidence is the essence of what we do.

The clients I serve best prefer a personal, more customized approach to wealth strategies and appreciate guidance that is common-sense, straight forward and easy to understand. No two situations are the same, and my team and I enjoy taking on complexities that require a broad range of experience.
Serving my clients' best interest, without exception, is a responsibility I take very seriously. I take my time to...

Work History

  • Edward JonesMarch 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Education

  • High Point UniversityBachelors

Personal Interests

  • Community Outreach
  • Fishing
  • Soccer
  • Traveling

Team Members

  • Laura Bower
    Sr. Branch Office Administrator
  • Melissa Talley
    Branch Office Administrator
  • Jillian Klosek
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(704) 543-1290

Fax

(888) 523-8308

Office Address

10715 Sikes Pl Suite 110
Charlotte, NC 28277opens in a new window

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