Andrew Caldwell, CRC

For over 30 years, I have helped clients address financial concerns and develop sound strategies by focusing on my client's specific needs. With my experience through major market shifts, I dedicated my career to delivering the personalized investment planning services my clients deserve. My career began in Orlando, where I developed my fundamental knowledge from work in the areas of investment brokerage, life insurance and banking. I joined Wells Fargo Advisors in 2005 to provide financial advice for individuals and families. I utilize a planning approach and process to help clients with their opportunities to achieve their specific goals and objectives. I have been recognized as a member of the Platinum Council for years 2019-2023. I graduated from Eastern Illinois University with a BS in Business and Concentration in Chemistry, I previously held various marketing and management positions with multinational chemical companies. I enjoyed travel and business relationships developed primarily with large multinational companies in North America. Connie and I have been married for 42 years and reside in Ft Lauderdale. We enjoy our family of two grown daughters and their husbands and our first grandchild born in 2024. We are involved with local civic and cultural organizations. I enjoy golfing, biking, traveling, guitar, and volunteering in the Macy's Thanksgiving Day Parade.