Andy joined Smith Salley in April of 2018 as a Financial Advisor. He brings nearly 20 years of experience to the firm, with past roles as VP of Investment Research and Financial Advisor. Andy utilizes this dual skillset of equity analysis and client relationships to bolster Smith Salley’s holistic wealth management offering. His main passion is client education, with a goal of minimizing client uncertainty created by financial complexity. Andy grew up in Upstate NY and graduated from Binghamton University with a B.S. in Financial Economics. He also earned his CFP® certificate in 2009.
Outside of work, Andy enjoys traveling with his wife and their three boys and staying active by swimming, biking and running.