Andrew Banks, CRPC®

As a First Vice President with Edwards Asset Management, Andy provides his clients with sound financial advice and value-added service – always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, Andy helps clients develop and implement strategies for building wealth and realizing their goals.

Andy brings nearly 40 years of financial services experience, serving in roles at UBS, Citigroup, and most recently, Wells Fargo Advisors. Andy holds a BA from the College of William & Mary in Virginia and he has also earned the Chartered Retirement Planning CounselorSM (CRPC^®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning Active in the local community, Andy participates in many civic and community organizations, including Fort Lauderdale Little League Baseball. He and his wife, Kim, and I live in Fort Lauderdale, Florida, with our children, Rachel, Sarah, Jake and Karli.

If you're like most people, securing a comfortable retirement is near the top of your financial priorities. Whether you're an individual seeking tax-deferred growth or a business owner wanting to offer employees an attractive benefit without jeopardizing the company's bottom line, Andy can help you navigate the complex choices available to you.