Andrea joined Professional Planning Group in 2019. She works on our Client Service team supporting our financial advisors. As a Client Service Associate, her responsibilities involve administrative support, providing exceptional client service to both new and existing clients and investment trading.
Prior to joining Professional Planning Group, Andrea worked most recently at Webster Bank as a Sales Assistant. Much of her career was with Smith Barney, then Morgan Stanley as a Senior Registered Sales Associate and has been in the Financial Industry since 1994.
Andrea earned her Bachelor of Science degree from Western New England University in 1994, where she majored in Finance. Andrea hold the Series 7, 31, 63 and 65 licenses.
Andrea lives in Riverside, RI.
In her free time she enjoys spending time with family & friends, traveling, time at the beach and hiking.