Andy Roberts HeadshotAndy Roberts, CFP®
Senior Associate Wealth Advisor

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Andy is a Senior Associate Wealth Advisor and is responsible for working with advisors to develop, execute, and maintain a financial plan for each individual client.  Prior to joining Beacon Pointe, he was a Financial Consultant at Fidelity Investments in New York City. Andy earned a Bachelor of Science from the University of Dayton and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Outside of the office, Andy enjoys going to the movies, trying new things, and performing improv in NYC.

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