Andrew Denis,
CERTIFIED FINANCIAL PLANNER™
Vice President, Wealth Advisors
EXPERIENCE AND BACKGROUND
Andrew Denis has been proudly serving investment and financial planning clients throughout Pinellas County for over 23 years. Getting to know his client’s needs, wants and dreams is vital in the financial planning process, regardless of a client’s stage in the financial world.
Andrew is an active member of Rotary Club of Clearwater, Suncoast Estate Planning Council, Suncoast Hospice Professional Partners Council and Morton Plant Planned Giving Council.
Andrew and his wife Valerie, of 27 years, reside in Seminole FL and have three sons. He enjoys spending time with his family, cooking, and fishing the elusive Tarpon that inhabits our beautiful waters here in the Summer.
GETTING TO KNOW ANDREW
What’s your favorite food, holiday and movie? French Cuisine, Christmas and Vegas Vacation.
What is the best financial advice you received? Invest in companies that pay and have paid dividends for many, many years and that make products and provide services that you use everyday.
If you could meet anyone, past or present who would it be? Thomas Edison.
Name something on your bucket list? Go to Australia and New Zealand.
What’s your biggest accomplishment?
The fact that my three children enjoy spending time with me.
Do you have any hidden talents? I attended the Culinary Institute of America in Hyde Park, NY and am a certified Chef.
Do you have a favorite quote? “Regrets over yesterday and fears of tomorrow are twin thieves that rob us of the moment.”
LICENSING AND TRAINING
- Certified Financial Planner™
- FINRA-registered series 7, 63 and 65
- Licenses in life, health and variable annuities
"My philosophy of putting you (my client) first guides me daily; as I coach you on making smart, informed financial decisions, that can help change your lives for the better."