Andrea joined Professional Planning Group in 2019. She works on our Client Service team supporting our financial advisors providing administrative support, exceptional client service and investment trading.
Experience
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 and then Morgan Stanley as a Senior Registered Sales Associate and has been in the Financial Industry since 1994.
Education
Andrea earned her Bachelor of Science degree from Western New England University in 1994, where she majored in Finance. Andrea holds the Series 7, 63, 65, 31, 9, 10 and 24 licenses.
Family
Andrea lives in Riverside, RI.
Hobbies
In her free time she enjoys spending time with family & friends, traveling, time at the beach and hiking.
