DWM is happy to announce the hiring of Andrew Lundin, CFP®, who joined the firm in March as a Wealth Manager. He has over 10 years of experience in the financial services industry helping clients define their goals, and providing them simple and concise solutions to their complex financial worries.
Andrew is a CERTIFIED FINANCIAL PLANNER™ Professional, and earned his bachelors of Business Administration degree from Robert Morris University where he was also a member of the golf team. Andrew and his wife Traci reside in downtown Saint Petersburg with their longhaired Dachshund Laci. In his spare time he can be found playing a local golf course, fishing from his stand-up paddle board, or taking in all the vast cultural attractions that St Pete has to offer.
To get to know Andrew a little better, we asked him a few questions:
Why did you get into this profession?
I got into this profession because I wanted to help people gain a better understanding of investing, retirement income, and their relationship with money. I had seen so many people that were receiving “advice” from advisors that didn’t have their client’s best interest in mind. Once I found the Fiduciary side of the investment world, I realized I had found my calling. Being a Fiduciary for my clients means that their needs and goals are most important, and we work everyday to go the extra mile for our clients.
If you knew you could not fail, what would you do?
I would be in a rock band on a world tour. This is more of a dream than anything because I have virtually no musical talent…unless you hear me singing alone in the car.
One goal I’m saving for is…
This is a long time away, but I would love to buy and retire on a large piece of land in East Tennessee or the hill country of Texas.
Please help us welcome Andrew into the Doyle Wealth family.
