Andrew Bennett is committed to meeting clients where they are on their financial journey and serving as a navigator to help them reach their goals. He understands the importance of educating and assisting investors as they develop investment strategies and implement tactics. A sailboat racer for over half his life, he values the ability to adapt to prevailing conditions and having the right people and resources around you.
A graduate of George Washington University, Andrew earned his Bachelor’s degree in Business Economics and Public Policy. He learned how properly deployed money can improve individual lives and communities. As a member of Ackler Wealth Management Group, he shares their commitment to helping clients manage not just their financial futures, but in living the lives they’ve always wanted, supporting the causes they are most passionate about, and protecting their legacies.
Since joining Ackler Wealth Management and Wells Fargo Advisors, Andrew has proven himself as a team player. He conducts intense analysis on opportunities to strengthen the portfolios for clients and prospects, and he holds Series 7 and 66 registrations.
A native of Portland, OR, Andrew grew up in a family of artists. His minor in Art History expanded his appreciation of their creativity and provided him space for his own efforts. His father has a passion for classic cars, and in helping him restore them, Andrew saw the rewards of creating a plan and patiently following it through to completion.
In middle school, Andrew fell in love with dinghy sailing. He then joined his high school team and became captain. He took this forward to the collegiate level, where he sailed on the nationally ranked team for which he was fleet captain for three years. Always eager to share his love of the sport, he coached high school sailors in Portland and in Christmas Cove, ME. Now a resident of New York, he spends his free time exploring the many museums and galleries, cycling in and outside of the city and looking for ways to become involved in supporting local sailing.