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portrait of Andrea F Williamson
FINANCIAL ADVISOR

Andrea F Williamson

200 Business Park Dr Suite 107, Armonk, NY 10504opens in a new window
Accepting New Clients
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About Andrea

Families are busier than ever, juggling the demands of careers, family and finding time to enjoy life. My goal is to keep families focused on these important priorities, while helping ensure that their financial assets are best positioned to provide for their future.

Leveraging my 20 years of previous capital markets, corporate finance, and non-profit experience, I partner with clients to construct, implement and maintain a robust financial strategy. By understanding what's most important to you and utilizing our established processes, we can create personalized strategies to help you achieve your goals. I will collaborate with you and your family throughout...

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • Portfolio Reviews
  • Insurance & Annuities
  • Special Needs Financial Considerations

Work History

  • Edward JonesSeptember 2024 to Current

Education

  • McMaster UniversityBachelor of Engineering

Personal Interests

  • Personal Fitness
  • Community Outreach
  • Spending Time with Family
  • Running
  • Reading

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(914) 769-0540

Fax

(800) 324-2173

Office Address

200 Business Park Dr Suite 107
Armonk, NY 10504opens in a new window

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