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Andrew Wolfinger
Andrew Wolfinger
First Vice President/Investments | Janney Montgomery Scott LLC
Pittsburgh, Pennsylvania, United States
Andrew Wolfinger
Summary
Andrew Wolfinger is a seasoned finance professional with over 40 years of experience in wealth management, specializing in retirement and Social Security planning. He currently serves as the First Vice President of Investments at Janney Montgomery Scott, where he focuses on developing tailored investment strategies for clients approaching retirement. Andrew's extensive background includes leadership roles at prominent institutions such as Morgan Stanley and Citi, where he honed his expertise in asset management and financial advisory. His educational foundation in finance from Carnegie Mellon University and Pennsylvania State University complements his practical experience in the field. Known for his strategic insights, Andrew is committed to helping clients navigate complex financial landscapes and achieve their retirement goals. His professional journey reflects a deep understanding of both the technical and personal aspects of wealth management. In addition to his work, Andrew is passionate about maximizing Social Security benefits for retirees, emphasizing the importance of informed decision-making during retirement planning.
Andrew Wolfinger
Work Experience
First Vice President/Investments at
Janney Montgomery Scott LLC
April 2009 - Present
First Vice President - Wealth Management at
Morgan Stanley
April 1979 - April 2009
First Vice President Investments at
Citi
January 1979 - January 2009
Andrew Wolfinger
Education
Pennsylvania State University-Main campus, Bs
January 1970 - January 1999
Carnegie Mellon University - Tepper School of Business, Mba-Gsia
January 1989 - January 1992
Frequently Asked Questions about Andrew Wolfinger
What is Andrew Wolfinger email address?
Andrew Wolfinger's primary email address is **********@janney.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Andrew Wolfinger work for?
Andrew Wolfinger is a First Vice President/Investments at Janney Montgomery Scott LLC, a company specializing in Security brokers & dealers.
Where Andrew Wolfinger graduated from?
Andrew Wolfinger holds a degree in Finance from Pennsylvania State University-Main campus.
How can I directly contact Andrew Wolfinger?
To contact Andrew Wolfinger directly, you can use the email address **********@janney.com. Complete contact information is available upon registration with Muraena.
Who is Andrew Wolfinger?
Andrew Wolfinger is a seasoned finance professional with over 40 years of experience in wealth management, specializing in retirement and Social Security planning. He currently serves as the First Vice President of Investments at Janney Montgomery Scott, where he focuses on developing tailored investment strategies for clients approaching retirement. Andrew's extensive background includes leadership roles at prominent institutions such as Morgan Stanley and Citi, where he honed his expertise in asset management and financial advisory. His educational foundation in finance from Carnegie Mellon University and Pennsylvania State University complements his practical experience in the field. Known for his strategic insights, Andrew is committed to helping clients navigate complex financial landscapes and achieve their retirement goals. His professional journey reflects a deep understanding of both the technical and personal aspects of wealth management. In addition to his work, Andrew is passionate about maximizing Social Security benefits for retirees, emphasizing the importance of informed decision-making during retirement planning.
Andrew`s contact details
**********@janney.com
Colleagues
Senior Vice President/Wealth Management
Senior Vice President/Wealth Management, Certified Financial Planner(TM)
Vice President-Financial Advisor
Senior Vice President
Senior Vice President/Complex Manager
Vice President of Investments
Executive Vice President/Wealth Management
Senior Vice President / Investments, Financial Advisor
First Vice President / Financial Advisor, CFP
Vice President/Investments, Financial Advisor