Andrew Pandolfo is a seasoned Financial Services Professional with over a decade of experience in the industry, specializing in wealth management. Andrew leverages his extensive expertise and unique skills to connect with clients and provide tailored financial solutions.

Andrew earned his bachelor’s degree in economics from the University of Connecticut. Throughout his career, he has demonstrated a commitment to excellence and client service, as evidenced by numerous honors and awards. These include AdvisorHub’s 100 Next Gen Advisors to Watch 2024*, multiple Achiever’s Club recognitions from Raymond James & Associates, and several MVP awards from Legg Mason.

At Raymond James, Andrew served as a Financial Advisor and Partner with the Copper Beech Wealth Management Group. He played a crucial role in solidifying client relationships and bringing in new assets, contributing significantly to the team’s goals.

In addition to his professional achievements, Andrew is dedicated to giving back to the community. He serves on the Young Professionals Executive Committee of NAMI NYC, a nonprofit focused on helping families and individuals affected by mental illness. He also holds the position of Development Chair on the Board of Directors for Asian American Dream (AAD), a nonprofit aimed at empowering underserved Asian American and Pacific Islander undergraduates.

Andrew’s blend of professional acumen and community involvement makes him an invaluable asset to the clients he serves.

*2024 100 Next Gen Advisors to Watch ranking was issued by AdvisorHub on 06/20/2024 based on data as of 12/31/2022 and 12/31/2023. The ranking considers (i) an adviser’s scale as a function of assets under management*, production, number of households and team size; (ii) year-over-year growth in assets under management; and (iii) professionalism, which includes regulatory record, community involvement and team makeup. Additionally, advisors must be under the age of 45 to be considered. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser's future performance. A fee was not paid for consideration. For more information on the methodology visit www.advisorhub.com.
 
*AdvisorHub considers retirement plan assets on which the adviser provides guidance and received a fee or commission, and values of brokerage accounts to be included in self-reported Assets Under Management.