Andrew Witherell, Financial Advisor
Accepting New Clients
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Focus Areas

  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Savings Strategies

About Andrew

I have always been a planner and strategic thinker by nature. I can remember being 10 years old and keeping a checkbook ledger of the funds I earned mowing the grass and making sure that I was saving more than I spent before I would make a purchase. I also love working with others and helping them achieve their goals and plans. You might say I was created to be a financial advisor, and it brings me so much fulfillment to be making a significant impact in the lives of others.

In order to truly care for my clients, I...

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Team Members

  • Angella Graham
    Branch Office Administrator

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