Client Service Associate
Registered Representative

Andrea Spieth headshot

Andrea joined Professional Planning Group in 2019. She works on our Client Service team supporting our financial advisors. Driven by dedication, Melissa takes pride in providing the best quality service possible. As a Client Service Associate, her goals include promptness and efficiency. She also serves as a Notary Public.

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, 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 hold the Series 7, 31, 63 and 65 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.