Andy firmly believes that through education and guidance, he helps his clients move in the right direction. He keeps them on track and ultimately helps them pursue their specific financial goals.
An industry veteran, Andy has over 27 years of experience in financial services. Prior to joining Rosso Financial Group, he worked for Wells Fargo Securities for 15 in the role of Director of Securities Lending. He was also the Senior Desk Manager which included responsibilities in Delta One Trading, Securities Lending, EFT Creation and Redemption, Syndicate and Origination, Swaps and Prime Brokerage business lines. Andy holds the Series 7 and 65 FINRA securities licenses with Newbridge Securities Corporation.
Andy lives in North Carolina, with his wife, Tara, and their sons, Brendan and Ryan.