Andrew Silver Email & Phone Number
Founder and CEO @ Concordia Wealth Planning LLC
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Andrew Silver Location
- Powell, OH, US
Andrew Silver Work
- 2019 -now Founder and CEO @
- 2021 -now Co-Founder @ Velocity PI
- 2016 -2019 Vice President of Business Development @
- 2012 -2019 Business and Marketing Consultant in Central Ohio @ Professional Planning Coordination Services, Inc.
- 2010 -2019 Senior Wealth Manager @
- 2006 -2010 Regional Director @
- 2003 -2006 Senior Account Executive @
- 2001 -2003 Internal Account Executive @
- 2000 -2001 Client Services Representative @
- 1999 -2001 Account Resolutions @
Andrew Silver Education
- Villanova University
BA (Business & Finance)
1994-1998 - Notre Dame Academy, Middleburg, VA
High School (Diploma)
1990-1993
Andrew Silver Skills
- Comprehensive Planning
- Strategic Financial Planning
- Wealth Management
- Business Planning
- Retirement Planning
- Estate Planning
- Business Transition Planning
- Financial Advisory
- Mutual Funds
- Investment Advisory
- Investments
- Retirement
- 401k
- Pensions
- Investment Strategies
- Asset Allocation
- Portfolio Management
- Insurance
- Alternative Investments
- Relationship Management
- Securities
- Series 65
- Social Security
- Business Analysis
- Business Development
- FINRA
- Management
- Strategic Financial
Andrew Silver Summary
- Andrew Silver, based in Powell, OH, US, is currently a Founder and CEO at Concordia Wealth Planning LLC. Andrew Silver brings experience from previous roles at Velocity PI, Pinnacle Wealth Planning Services, Inc. and Professional Planning Coordination Services, Inc.. Andrew Silver holds a 1994 - 1998 BA in Business & Finance @ Villanova University. With a robust skill set that includes Comprehensive Planning, Strategic Financial Planning, Wealth Management, Business Planning, Retirement Planning and more. Andrew Silver has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Andrew Silver?
Find contact details for 700 million professionals.
Others Named Andrew Silver
Andrew Silver
Senior Art Director
Boulder, CO, US
Andrew Silver
Senior Director, IT Internal Programs
Denver, CO, US
Andrew Silver
Regional Sales Director, Managed Services
San Diego, CA, US
Andrew Silver
VP, Operations
Boston, MA, US
Top Concordia Wealth Planning LLC Employees
Christian Hviid
Partner and Chief Investment Officer (CIO)
Columbus, OH, US
Jordan Acer
Partner and Wealth Planner
Columbus, OH, US
Kai Whitacre
Operations Intern
Delaware, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co