Andrew Wallace Joins Conte Wealth Advisors, LLC as a Financial Advisor in York, Pennsylvania
Camp Hill, PA (October 21, 2021) – Conte Wealth Advisors, LLC (CWA) is pleased to announce that Andrew Wallace has joined the York, Pennsylvania team as a Financial Advisor. Andrew joins experienced Financial Advisors, Brian Lauer, and Patrick Barry. In this role Andrew will create and monitor financial plans, gather information, and help clients achieve their financial goals.
Andrew joined the Conte Wealth Advisors team as a financial advisor intern in 2020 where he reported directly to Patrick Barry and learned the advising industry. In his new role he will focus on services such as comprehensive financial planning, retirement planning, insurance protection and wealth management to clients in York, Pennsylvania, and Central Maryland.
“Andrew is an outstanding addition to our team. He has already demonstrated his ability to adapt and learn quickly throughout his time as an intern at CWA,” stay Anthony (Tony) Conte, Managing Partner of Conte Wealth Advisors, LLC. “We are thrilled that he is embarking on his career as a financial advisor at CWA, expanding the firm’s network to Central Maryland.”
Andrew graduated in 2021 from Indiana University of Pennsylvania (IUP), where he earned a bachelor’s degree in finance. During his time at IUP, Andrew was a member of the Kappa Sigma Fraternity where he served as treasurer. He was also a member of the Student Finance Association and the Student Managed Investment Portfolio throughout his tenure at IUP. Andrew holds the FINRA SIE, Series 7, 66; Maryland & Pennsylvania Life/Health License.
ABOUT CONTE WEALTH ADVISORS
Founded in 2006, Conte Wealth Advisors, LLC is a full-service, independent financial services firm that provides innovative, comprehensive planning, wealth management and retirement planning services. With over 150 years of collective industry experience, Conte Wealth Advisors, LLC aims to provide personalized guidance and support in helping individuals achieve what matters most to them. Conte Wealth Advisors is an eight-time Harrisburg Magazine Simply the Best Readers’ Choice winner.
Conte Wealth Advisors, LLC has offices located in Camp Hill, York, and Fort Myers. Conte Wealth Advisors, LLC has advisors in Pennsylvania, Maryland, New York, Florida, and Michigan. To learn more about Conte Wealth Advisors, call (717) 975-8800, or visit ConteWealth.com. Connect with them on Facebook and LinkedIn.