Andrew Stevenson

Andrew Stevenson
Premier Banker

136 Highway 400 S

Dawsonville, GA 30534-6832

About me

Background

Andrew Stevenson is a Premier Banker with 13 years of financial services experience, having joined Truist in 2008. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, even in the early stages of asset accumulation, while delivering customized solutions and providing active relationship and risk management. Using an in-depth financial needs assessment, and in partnership with specialists in banking, strategic credit, risk management, investments, and trust and estate planning, he develops recommendations tailored to his client’s needs, priorities and preferences. His daily goal is to put his clients first and build their trust through high-touch attention, in-depth conversations, and technology.

Andrew holds his Series 7 and 66 securities registrations and life insurance license.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Business Administration
University of North Georgia

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

Locations

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