Andrew Fisher

Andrew Fisher, CDFA®, CIMA®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

214 N Tryon St

33rd Floor,

Charlotte, NC 28202-0026

About me

Background

Andrew Fisher is a Financial Advisor with 20 years of experience. He focuses on building integrated wealth management strategies to help families achieve their goals and build wealth, all while balancing risk. As part of this process, Andrew works with each unique client to design an investment strategy that fits within their comprehensive wealth plan. 

Throughout his career, Andrew has sought to expand his knowledge by earning a Certified Investment Management Analyst® (CIMA®) designation, Certified Divorce Financial Analyst® (CDFA®) designation and being a member of Investments and Wealth Institute ®. These designations – which promote transparency, investment management, and a client centric approach – help to convey dedication to his client base and his commitment to training and education.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
University of Vermont 1996

Personal Interests

Away from the office, you will likely find Andrew and his wife, Janet, on the sidelines of the soccer and lacrosse field coaching and supporting their daughter, Crawford. He is an avid runner, fly fisherman, and a volunteer lacrosse coach at the local middle school.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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