Portrait of Andrew Wallace

Andrew M. Wallace

Financial Advisor (717) 975-8800

Andrew M. Wallace Specializes In:

  • Comprehensive Financial Planning
  • Retirement Planning
  • College Planning
  • Portfolio Growth
  • Wealth Management
  • Insurance Protection
Location

Camp Hill, PA & Central Maryland

Education

Bachelor of Science – Indiana University of Pennsylvania

Licenses

FINRA SIE, Series 7, 66; Maryland & Pennsylvania Life/Health License

Bio

Andrew graduated from the Indiana University of Pennsylvania (IUP) with a bachelor’s degree in finance.  He also holds the FINRA SIE, Series 7, 66, and life & health insurance licenses.  He was a member of the Student Managed Investment Portfolio throughout his college tenure, where he managed a portion of IUP’s assets and nurtured his passion for finance.  Andrew enjoys comprehensive financial planning and helping individuals reach their financial goals.  He focuses on long-term, consistent investing to help others succeed financially.

Andrew was a member of the Student Finance Association at IUP and treasurer of the Kappa Sigma fraternity.  Throughout his years, he was very involved in hosting events to raise funds for numerous organizations, primarily the Military Heroes Campaign.

Andrew grew up in Sykesville, Maryland where in his free time he enjoys golfing, fishing, going to the beach, and spending time with his friends & family.  Additionally, he loves cars and watching his favorite football team, the Baltimore Ravens.

Ramsey SmartVestor Logo

Looking for a Better Client Experience

Schedule your Introductory Call Today

News & Events

A Taxing Story: Capital Gains and Losses

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to...
Read More

A Bucket Plan to Go with Your Bucket List

John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life...
Read More

Simple Steps to Grow a Strong Financial Plan

Spring has a way of making us think about fresh starts-whether that's cleaning out the garage, plan...
Read More