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Andrew Wallace

Financial Advisor

Andrew Wallace Specializes In:

  • Comprehensive Financial Planning

  • Retirement Planning

  • College Planning

  • Portfolio Growth

  • Wealth Management

  • Insurance Protection

Education:

Bachelor of Science – Indiana University of Pennsylvania

Licenses:

FINRA SIE, Series 7, 66; Maryland & Pennsylvania Life/Health License

Andrew's Journey:

Andrew graduated from the Indiana University of Pennsylvania (IUP) with a bachelor’s degree in finance.  He also holds the FINRA SIE, Series 7, 66, and life & health insurance licenses.  He was a member of the Student Managed Investment Portfolio throughout his college tenure, where he managed a portion of IUP’s assets and nurtured his passion for finance.  Andrew enjoys comprehensive financial planning and helping individuals reach their financial goals.  He focuses on long-term, consistent investing to help others succeed financially.

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Andrew was a member of the Student Finance Association at IUP and treasurer of the Kappa Sigma fraternity.  Throughout his years, he was very involved in hosting events to raise funds for numerous organizations, primarily the Military Heroes Campaign.

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Andrew grew up in Sykesville, Maryland where in his free time he enjoys golfing, fishing, going to the beach, and spending time with his friends & family.  Additionally, he loves cars and watching his favorite football team, the Baltimore Ravens.

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