Vice President Wealth Advisor
EXPERIENCE AND BACKGROUND
Andrew Denis has been proudly serving investment and financial planning clients throughout Pinellas County for over 23 years. Getting to know his client’s needs, wants and dreams is vital in the financial planning process, regardless of a client’s stage in the financial world.
Andrew is an active member of Rotary Club of Clearwater, Suncoast Estate Planning Council, Suncoast Hospice Professional Partners Council and Morton Plant Planned Giving Council.
Andrew and his wife Valerie, of 27 years, reside in Seminole FL and have three sons. He enjoys spending time with his family, cooking, and fishing the elusive Tarpon that inhabits our beautiful waters here in the Summer.
LICENCING AND TRAINING
"My philosophy of putting you (my client) first guides me daily; as I coach you on making smart, informed financial decisions, that can help change your lives for the better."