Andrew 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 30 years of financial services experience to his clients by helping them build and manage customized wealth plans with a focus on risk management and tax-efficienct strategies.
Andrew has been named a Premier Advisor – which is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients – from 2009-2022.1 Andy has also been acknowledged as a Five Star Wealth Manager as seen in “Philadelphia Magazine” from 2012 to 2022.2
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
1 The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
2 This award was issued on 11/1/2022 by Five Star Professional (FSP) for the time period for the time period 2/21/2022 through 8/19/2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 3604 Philadelphia-area wealth managers were considered for the award; 305 (8% of candidates) were named 2022 Five Star Wealth Managers. 2021: 3576 candidates, 310 winners (9%). 2020: 4148 considered, 366 winners (9%); 2019: 3910 considered, 437 winners (11%); 2018: 3721 considered, 439 winners (12%); 2017: 3022 considered, 437 winners (14%); 2016: 2671 considered, 660 winners (25%); 2015: 4696 considered, 805 winners (17%); 2014: 4438 considered, 856 winners (19%); 2013: 3354 considered, 934 winners (28%); 2012: 2847 considered, 773 winners (27%) Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
After coming to Wells Fargo Advisors in 2008, Matt Cass joined the Kron & Polis Financial Group of Wells Fargo Advisors in 2012, backed by numerous years of experience helping clients plan for their financial goals. Matt’s primary responsibility is to provide clients with integrated wealth plans using Wells Fargo Advisors’ Envision® Planning Process. Using this approach, he and the team help define, prioritize, and track each client’s goals and their progress toward them.
Matt received his BA in Finance from Pennsylvania State University in 2006. As a Financial Advisor, Matt completed the curriculum and examination requirements to earn his Chartered Retirement Planning CounselorSM (CRPC®) designation. This commitment to continuing career education provides Matt with insights into current planning models and techniques that he is able to adapt to meet his clients’ needs.
Away from the office, Matt is active in sports, enjoys skiing, and has achieved a second degree black belt in Tae Kwon Do. Matt currently lives in Elkins Park, PA.
CA Insurance License Number: 0M07995; Resident State: PA
Kerry Goodnight began her financial career in 2013 with J.P. Morgan after graduating in the top of her class from SUNY College at Oneonta with a bachelor’s degree in business economics and a concentration in finance. She joined Wells Fargo Advisors in 2016 as a Client Associate with the Kron & Polis Financial Group of Wells Fargo Advisors.
Along with Senior Registered Client Associate, Lisa Ward, and Senior Client Associate, Kathy Wachter, Lisa is one of the three operational keystone of Kron & Polis Financial Group of Wells Fargo Advisors. Through their understanding of back office management and operations, they are committed to helping ensure clients receive the ongoing support they deserve every step of the way. Kerry currently lives in Center City Philadelphia.
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.