I have brought together a team of professionals to help ensure clients receive efficient, experienced and friendly service. Each team member has a defined role based on his or her strengths, which I believe complement one another to support clients’ needs most effectively. 


As your Financial Advisor, I make it my goal to develop a relationship with you in which I play a key role in your financial life. Throughout life changes as well as market fluctuations, I will coordinate the investment planning process with you. The first steps include identifying your risk tolerance and goals, prioritizing them, and crafting a plan to help you realize your vision for the future. My team and I will provide advice for your personalized plan as you pursue your financial goals. 


As a Wells Fargo Advisors client you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.   Because your financial situation is often complex, I work with your attorney, accountant and other professionals to help design and implement the strategies that can assist you in the pursuit of your goals (please keep in mind that Wells Fargo Advisors is not a tax or legal advisor).

As a Financial Advisor, I provide sound financial advice and value-added service to investors - always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals.

I hold a Bachelor’s degree in Communication Studies from the University of North Carolina, Wilmington. I have also earned the Chartered Retirement Planning CounselorSM, or CRPC®, certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one the world’s premier financial institutions. In helping you address your financial needs beyond investing, As a Wells Fargo Advisors Financial Advisor, I can provide access to various products and services offered through Wells Fargo Bank.

As a financial advisor, Anthony strives to guide individuals, families and businesses in their pursuit of financial security. He knows that financial security means different things to different people; that’s why financial solutions are tailor made for each client. Anthony takes the time to get to know and learn client’s goals, challenges and deep desires to provide suitable solutions for their investment plan. 
 
For five years, Anthony ran an investment planning practice with the Northwestern Mutual, helping clients with their risk management and retirement planning. His mission is to build lasting relationships with clients and be the point person for their planning strategies. After all, it takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies to help keep you on course toward your objectives. We’ll continue to work together through the years to help keep your investment strategies aligned with your goals and needs

As a Senior Registered Client Associate with more than 20 years of financial services experience, I work together with your Financial Advisor as they develop strategies to help you meet your unique financial goals. I graduated from East Carolina University in 2000 with a Bachelor of Science in Business Administration with a concentration in Financial Services. With an emphasis on continuing education, I am a CERTIFIED FINANCIAL PLANNER® practitioner from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

I communicate with your Financial Advisor and our other service professionals to coordinate your overall investment plan and assist in ensuring that each client's personal investment plan is appropriate to help achieve their goals. Our team is dedicated to helping you build, manage, preserve, and transition wealth using a planning process, a team of professionals, and personalized service.

Away from the office, my husband and I live in the Ogden area of Wilmington with our 3 children (ages 17, 5, and 3). We spend most of our time together watching our daughter play soccer & basketball, and sons play T-Ball & basketball. When we're not at a sports event, we enjoy boating with the grandparents, and visiting with family & friends.

Before entering the financial services industry in 1992, I graduated from East Carolina University with a Bachelor of Science degree in Business Administration and worked in various areas of the banking industry ranging from bank teller, mortgage receptionist, to insurance admin.  Having an interest in investments lead me to take my first position in the Financial Industry as a Financial Service Rep with IFG in 1996 and then pursuing my securities registration in 2001 at Morgan Stanley.   Now a Senior Registered Client Associate with the Wilmington office of Wells Fargo Advisors, I take pride in working with a team. 

My mission is to give exceptional and personized service to our clients.  Ensuring the administrative, trading, and operational needs, are handled accurately and quickly.  

Away from the office my husband and I live in the Monkey Junction area and have two college age children, one attending UNCG and the other at NCSU.  We take great pride in our family, our careers, and our exceptionally furry Golden Labradoodle.

Andrew’s goal as a Financial Advisor is to build strong and lifelong relationships with each and every one of his clients and to provide them with the most effective and suitable strategies to their current financial goals and needs. He will strive to provide customized and personalized investment planning in an effort to ensure that each client meets their goals. He works closely with clients to develop personalized strategies to help them manage and preserve wealth based on their risk tolerance, investment objective, and financial goals.

Andrew worked for three years as a Senior Financial Consultant with TIAA in Charlotte, working closely with wealth management teams to maintain and service high net worth relationships. After deciding to move back to his hometown, he joined Wells Fargo Advisors in March of 2019. 

Andrew grew up in the Wilmington area and graduated from East Carolina University, before moving to Charlotte to start his career in financial services. He has been married to his wife Savannah for 2 years. In his spare time, he enjoys playing any type of sport, reading, and spending time with family.

CA Insurance License Number: Lic# 0L73949, Resident State NC.