Andrew Toccaceli Email & Phone Number
Investment Advisor Representative @ W.A. Smith Financial Group
Andrew Toccaceli's Location
Avon, Ohio, United States
Andrew Toccaceli's Work
- Investment Advisor Representative @ W.A. Smith Financial Group
- Personal Banker @ Fifth Third Bank
Andrew Toccaceli's Education
- Miami University
Bachelor Of Science (Accounting, Finance)
2005 - 2008
Andrew Toccaceli's Skills
- Estate Planning
- Portfolio Management
- Financial Advisory
- IRAs
- Investments
- Risk Management
- Banking
- Fixed Annuities
- Retirement
- 401k
Andrew Toccaceli's Summary
Andrew Toccaceli, based in Avon, Ohio, United States, is currently a Investment Advisor Representative at w.a. Smith Financial Group, bringing experience from previous roles at Fifth Third Bank. Andrew Toccaceli holds a 2005 - 2008 Bachelor Of Science in Accounting, Finance @ Miami University. With a robust skill set that includes Estate Planning, Portfolio Management, Financial Advisory, IRAs, Investments and more, Andrew Toccaceli contributes valuable insights to the industry.
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Andrew Toccaceli
Investment Advisor Representative at W.A. Smith Financial Group
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