Andrea James

Biography

Andrea’s vigorous work ethic and go-getter attitude have roots in her early life, when she worked 3 jobs to put herself through college. Today she applies the same intensity and passion to helping clients of all ages and stages work to achieve their own goals and dreams. Since 2009, Andrea has guided individuals, nonprofits, associations and multi-generational families with the aim to get their financial houses in order, helping them build, manage, preserve and transfer their wealth. She takes pride in being a financial advisor who helps clients make informed decisions, who is always at-the-ready to answer questions and who deeply cares about her clients on a personal level.

Andrea is a CERTIFIED FINANCIAL PLANNERTM professional, an Accredited Wealth Management AdvisorSM and an Accredited Asset Management SpecialistSM, all of which help her create innovative and comprehensive financial strategies. Andrea has been named as a member of Platinum Council ( previously known as Premier Advisor)1 distinction with Wells Fargo Advisors in 2013 and consecutively from 2016 to 2023. She was named a Forbes Best in State Wealth Advisor2 in 2021, 2022 & 2023, Forbes Top Women Wealth Advisor2 in 2020, 2021, 2022 & 2023. Ranked 5th in Iowa on Forbes Top Next-Gen Wealth Advisors Best-In-State3 in 2019, was named to Forbes America’s Top Next-Gen Advisors List4 in 2017 and 2018, and was ranked by Working Mother Magazine as a Top Wealth Advisor Mom5 consecutively 2017 to 2021. Throughout her career, Andrea has built a reputation as a committed and compassionate advisor who strives to put clients first and values the opportunity to build lasting relationships with clients and their families.

A native Iowan, Andrea lives in Urbandale with her husband and two children. She stays active in her community teaching financial literacy and as a board member for both Komen Greater Iowa and the Des Moines Pastoral Counseling Center. In her spare time you can find Andrea reading, gardening and enjoying the outdoors with her family.

 

1The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

2,3,4The Forbes Top Women Wealth Advisors, The Forbes Best in State Wealth Advisors, Forbes Top Next Gen Best-In-State Advisor rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC,. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

5The Working Mother’s Top Wealth Advisor Moms  (years 2017-2021) rating algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, Investment performance is not a criterion.

 

Education:
Drake University, dual B.X. Marketing and Management

Credentials:
CERTIFIED FINANCIAL PLANNERTM professional
Accredited Wealth Management AdvisorSM
Accredited Asset Management SpecialistSM

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