As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what’s most important to you. At Edward Jones, we use an established process to develop personalized financial strategies that work cohesively to help you achieve your financial goals. Working closely with your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.
Prior to working at Edward Jones, I worked in mortgage banking. In that role, I enjoyed helping people achieve the goal of homeownership. Now as a financial advisor, I’ve been able to expand upon my passion by helping people attain a more comprehensive range of financial goals.
I graduated from Ithaca College in 2005 and then earned my master's in business administration from Northeastern University in 2015. While living in Boston, I met my wife, Allison. We love all that New England has to offer, and especially enjoy taking our daughter, Jocelyn, hiking in Blue Hills and to the beach in Cape Cod.
I'm here to partner with the serious, long-term investor and to help them navigate through life events and retire with confidence.
I invite you to contact me to learn more about my services or to schedule a complementary financial review.
My Personal Interests
- Spending Time with Family
Phone NumberAndrew T Smith at (781) 848-0038
|Mon||08:30AM - 06:00PM|
|Tue||08:30AM - 06:00PM|
|Wed||08:30AM - 06:00PM|
|Thu||08:30AM - 06:00PM|
|Fri||08:30AM - 06:00PM|
|Sat||By Appointment Only|
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