Andrea Wolfe Email & Phone Number
Financial Advisor @ Gateway Financial Partners
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Andrea Wolfe Location
- Westbrook, CT, US
Andrea Wolfe Work
- 2024 -now Financial Advisor @
- 2016 -2024 Whole Wealth Advisor @ Conscious Capital Wealth Management, LLC
- 2013 -2016 Financial Advisor @
- 2012 -2013 Financial Advisor @
- 2007 -2012 Investment Sales @ Citizens Investments
- 1986 -2007 Program Coordinator @ Charter Oak Federal Credit Union
Andrea Wolfe Education
- College for Financial Planning 1991
- The 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.
Looking for a different Andrea Wolfe?
Find contact details for 700 million professionals.
Top Gateway Financial Partners Employees
John Johnson
Chief Strategy Officer (CSO)
Los Angeles, CA, US
David Wood
Founder and Chief Visionary Officer
Glastonbury, CT, US
Jeff Masters
Financial Advisor
Fort Lauderdale, FL, US
Paul Schott
Financial Advisor
New York, NY, US
Salvatore Motta
LPL Financial Advisor
Glastonbury, CT, US
Mike Kitzman
Chief Engagement Officer
Appleton, WI, US
Bailey Sutherland
Chief Growth Officer
Andover, CT, US
Andrea Wolfe
Financial Advisor
Westbrook, CT, US
Michael Torello
Financial Advisor
Glastonbury, CT, US
Darren Crow
Financial Advisor
Rancho Mirage, CA, US
Todd Kuen
Director of Investment Platform Technology
Appleton, WI, US
Christopher Magnifico
Marketing Director
Laconia, NH, US
Silvi Weatherill
Chief Experience Officer
Hartford, CT, US
Robb Combs
Director of Advisor Alignmnent
Glastonbury, CT, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co