Andrea Wolfe Location
Westbrook, CT, US
Andrea Wolfe Work
- 2024 - now Financial Advisor @ Gateway Financial Partners
- 2016 - 2024 Whole Wealth Advisor @ Conscious Capital Wealth Management, LLC
- 2013 - 2016 Financial Advisor @ Gateway Financial Partners
- 2012 - 2013 Financial Advisor @ Waddell & Reed
- 2007 - 2012 Investment Sales @ Citizens Investments
- 1986 - 2007 Program Coordinator @ Charter Oak Federal Credit Union
Andrea Wolfe Education
- The University of Connecticut School of Business
Bachelor's degree (Finance)
1981 - 1985 - College for Financial Planning
- Simsbury High
Andrea Wolfe Skills
- Series 63
- Series 7
- series 66
- Underwriting
- Uniform Combined State Law
- Investment Management
- 401k
- Retirement Planning
- Retirement
- Wealth Management
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 1981 - 1985 Bachelor's degree in Finance @ The University of Connecticut School of Business. 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 2 mobile phone numbers on RocketReach.
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