Bachelors (Material Science and Business Management)
1992
-
1996
Queens University of Charlotte
Certified Financial Planner (Wealth Management)
Andrew Smith Skills
Wealth Management
Retirement Planning
Investments
Securities
Financial Services
Financial Advisory
Estate Planning
Insurance
Risk Management
Andrew Smith Summary
Andrew Smith, based in Charlotte, NC, US, is currently a Founder and Managing Partner at Cornerstone Wealth Group, LLC. Andrew Smith brings experience from previous roles at Focus Financial Partners, Cornerstone Wealth Group, LLC, LPL Financial and Securities America Inc.. Andrew Smith holds a 1992 - 1996 Bachelors in Material Science and Business Management @ North Carolina State University. With a robust skill set that includes Wealth Management, Retirement Planning, Investments, Securities, Financial Services and more. Andrew Smith has 2 emails and 2 mobile phone numbers on RocketReach.
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