Andres is an Investment Advisor based out of Kings Point’s Great Neck location providing personalized planning and portfolio management to high net worth families and individuals. With his attention to detail and emphasis on fostering client relations, Andres assists investors in identifying their financial needs and developing strategies to pursue their financial goals.
Prior to joining Kings Point Capital Management, Andres served as Vice President and Financial Consultant at Charles Schwab. During his tenure, he received numerous recognitions as a top Schwab representative.
Andres holds a BA degree in Business Administration and Marketing from Florida Atlantic University and an MBA with specialization in Financial Valuation and Investment Management from Lynn University. He enjoys being active, spending time with his family and contributing to his community. Andres volunteers with the local Boys and Girls Club and the Buddy Walk.