Andrew Spivey

Specialties

Financial Planning

Investment Management

Retirement Planning

Insurance Planning

Income Planning

Budget & Savings Plans

Educating vs. Selling

Meet the Business Owner

Andrew S.

Business Owner

I was always fascinated by the many facets of the financial industry. By seeking employment in this field I knew I would learn about people, countries, economies, industries, politics, technologies and innovations. An actual career in finance developed over time. Before joining Waddell & Reed I worked for three large financial institutions and was able to gain an understanding of the financial services industry. After several years of experience I became aware that I enjoyed creating an environment where I could help people understand what’s available to them. I wanted to be on the client’s side; assisting them in tackling the hurdles of vague dialogue and glossy brochures.

Bringing a solution to a client for the purpose of satisfying an objective is both challenging and exciting at the same time. There is a great deal of responsibility behind each decision. I keep that in my mind as we make conscious decisions together.