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portrait of Andrew Jeretina
FINANCIAL ADVISOR

Andrew Jeretina

AAMS™
506 Libbie Ave Suite A, Richmond, VA 23226opens in a new window
CallSend Me a Message

About Andrew

Who we serve:
We serve a select group of families and help them manage their financial assets, so they can focus on areas of their life that give them joy, meaning and purpose.

My practice includes corporate executives, entrepreneurs, business professionals and multi-generational families. All have accumulated assets yet need help in developing a strategy to enjoy a comfortable retirement, approach a major life transition with confidence or serve future generations and leave legacy that endures.

What we provide:
• goals-based advice and excellent service;
• thought leadership and behavioral coaching; and
• strategies to help organize, build, protect and transfer your wealth.

What we...

Focus Areas

  • Retirement Savings Strategies
  • Intergenerational Planning
  • Wealth Strategies

Work History

  • Edward JonesMay 2011 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • DePaul UniversityMaster of Business Admin

Personal Interests

  • Cycling
  • Hiking
  • Spending Time with Family
  • Pets
  • Volunteering

Team Members

  • Beth Corry
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(804) 285-0059

Fax

(877) 449-6452

Office Address

506 Libbie Ave Suite A
Richmond, VA 23226opens in a new window

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