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Andrew M. Polis
Managing Director - Investments
Email Address
andrew.polis@wfadvisors.comPhone Number
(215) 564-8834Andrew Polis is a founding team member and serves as Managing Director – Investments for The Kron & Polis Financial Group of Wells Fargo Advisors. He brings more than 40 years of financial services experience to his clients by helping them build and manage customized wealth plans with a focus on risk reduction and tax-efficienct strategies.
Andrew is a member of the Wells Fargo Advisors Platinum Council. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. Additional criteria, including length of service, may also be used to determine recipients – from 2009-2022.
He brings a multi-generational aspect to the team, as he worked side-by-side with his father, advising clients for more than 25 years. He strives to continue that legacy and actively collaborates with his team to provide multi-generational wealth planning and financial advice to their clients.
Away from the office, Andrew is an avid tennis player and active in his synagogue. Andrew earned his Bachelor of Arts in Business Administration from Westchester University. He and his wife, Deborah, have two grown sons and live in Huntingdon Valley, PA.
CA Insurance License Number: 0E28614; Resident State: PA
Investment expertise and advice in an effort to help clients succeed financially





