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Andrew Cardone
Andrew Cardone
Vice President - Investments | Wells Fargo Advisors
United States
Andrew Cardone
Summary
Andrew Cardone is a seasoned Vice President of Investments at Wells Fargo Advisors with over 30 years of experience in the financial services industry. He specializes in business succession planning, estate investment planning, and wealth preservation planning, focusing on helping business owners with revenues of $15 million or more. Andrew is dedicated to simplifying complex financial concepts for his clients and tailoring investment strategies to meet their long-term goals. His extensive background includes significant roles at Merrill Lynch and Barclays Wealth Management, where he honed his expertise in navigating clients through crucial business and life events. He actively engages with clients to ensure they are well-prepared for monetization events and has developed a unique 'roadmap to riches' process. Beyond his professional endeavors, he is committed to leaving clients with financial confidence and peace of mind.
Andrew Cardone
Work Experience
Vice President - Investments at
Wells Fargo Advisors
January 2022 - Present
Vice President at
Merrill Lynch/Wfc/L. Inc.
August 2017 - January 2022
Vice President at
Merrill Lynch Wealth Management
July 2015 - August 2017
Vice President at
BARCLAYS PLC
October 2012 - July 2015
Andrew Cardone
Education
Binghamton University, Bachelor's Degree
January 1989 - January 1993
Frequently Asked Questions about Andrew Cardone
What is Andrew Cardone email address?
Andrew Cardone's primary email address is **************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Andrew Cardone work for?
Andrew Cardone is a Vice President - Investments at Wells Fargo Advisors, a company specializing in Functions related to depository banking.
Where Andrew Cardone graduated from?
Andrew Cardone holds a degree in from Binghamton University.
How can I directly contact Andrew Cardone?
To contact Andrew Cardone directly, you can use the email address **************@ml.com. Complete contact information is available upon registration with Muraena.
Who is Andrew Cardone?
Andrew Cardone is a seasoned Vice President of Investments at Wells Fargo Advisors with over 30 years of experience in the financial services industry. He specializes in business succession planning, estate investment planning, and wealth preservation planning, focusing on helping business owners with revenues of $15 million or more. Andrew is dedicated to simplifying complex financial concepts for his clients and tailoring investment strategies to meet their long-term goals. His extensive background includes significant roles at Merrill Lynch and Barclays Wealth Management, where he honed his expertise in navigating clients through crucial business and life events. He actively engages with clients to ensure they are well-prepared for monetization events and has developed a unique 'roadmap to riches' process. Beyond his professional endeavors, he is committed to leaving clients with financial confidence and peace of mind.
Andrew`s contact details
**************@ml.com
**************@wellsfargoadvisors.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG