Andrea Wolfe Email & Phone Number
Financial Advisor @ Gateway Financial Partners
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Andrea Wolfe Location
- Westbrook, CT, US
Andrea Wolfe Work
- Financial Advisor @ (April 2024 - Present)
- Whole Wealth Advisor @ Conscious Capital Wealth Management, LLC (March 2016 - April 2024)
- Financial Advisor @ (November 2013 - March 2016)
- Financial Advisor @ (December 2012 - November 2013)
- Investment Sales @ Citizens Investments (July 2007 - December 2012)
- Program Coordinator @ Charter Oak Federal Credit Union (January 1986 - January 2007)
Andrea Wolfe Education
- College for Financial Planning 1991
- University of Connecticut School of Business
Bachelor's degree (Finance)
1981-1985 - Simsbury High
Andrea Wolfe Skills
- Series 63
- Series 7
- series 66
- Underwriting
- Uniform Combined State Law
- Investment Management
- 401k
- Retirement Planning
- Retirement
- Wealth Management
- Fixed Annuities
- Investments
- Series 6
- Securities
- FINRA
- Mutual Funds
- Finance
- Insurance
- Financial Planning
- Customer Service
- Financial Services
- Strategic Planning
- Portfolio Management
- Banking
- Financial Advisory
- 401(k) Retirement Savings Plans
- 401k Retirement Savings Plans
- 401 Retirement Savings Plans
Andrea Wolfe Summary
- Andrea Wolfe, based in Westbrook, CT, US, is currently a Financial Advisor at Gateway Financial Partners. Andrea Wolfe brings experience from previous roles at Conscious Capital Wealth Management, LLC, Gateway Financial Partners, Waddell & Reed and Citizens Investments. Andrea Wolfe holds a College for Financial Planning. With a robust skill set that includes Series 63, Series 7, series 66, Underwriting, Uniform Combined State Law and more. Andrea Wolfe has 3 emails and 3 mobile phone numbers on RocketReach.
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