Andrew Silver Email & Phone Number
Founder and CEO @ Concordia Wealth Planning LLC
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Andrew Silver Location
- Powell, OH, US
Andrew Silver Work
- Founder and CEO @ (June 2019 - Present)
- Co-Founder @ Velocity PI (February 2021 - Present)
- Vice President of Business Development @ (January 2016 - May 2019)
- Business and Marketing Consultant in Central Ohio @ Professional Planning Coordination Services, Inc. (July 2012 - May 2019)
- Senior Wealth Manager @ (May 2010 - May 2019)
- Regional Director @ (April 2006 - January 2010)
- Senior Account Executive @ (August 2003 - March 2006)
- Internal Account Executive @ (August 2001 - August 2003)
- Client Services Representative @ (December 2000 - August 2001)
- Account Resolutions @ (January 1999 - January 2001)
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.
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Top Concordia Wealth Planning LLC Employees
Andrew Silver
Founder and CEO
Powell, OH, US
Christian Hviid
Chief Investment Officer (CIO)
Columbus, OH, US
Jordan Acer
Partner and Wealth Planner
Columbus, OH, US
Kai Whitacre
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Delaware, OH, US
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