Andrew Eichel

FAQ About Andrew Eichel

• What is Andrew Eichel's address?

  Andrew Eichel is located at
  4634 West Tumble Creek Drive, Franklin, United States

• What is Andrew Eichel's job title?

  Andrew Eichel is a
  Andy Eichel is a Wealth Manager at Annex Wealth Management. As a Wealth Manager, Andy meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results. Prior to joining Annex Wealth Management, Andy served as an Investment Consultant at a regional bank, where he focused on tailoring investment strategies to individual needs. His tenure as a Retirement Specialist allowed him to deepen his understanding of retirement planning, with additional experience adding a broad perspective on fund management and client relations. Educationally, Andy holds a Bachelor of Business Administration in Finance from the University of Wisconsin-Milwaukee, which laid the foundation for his career in financial services. Committed to continuous professional development, he has successfully completed the Series 7, Series 6, Series 66, and Series 63 certifications, equipping himself with a comprehensive understanding of securities and investment practices. Outside the office, Andy is an avid golfer and skier, always looking for new challenges and adventures. Traveling and exploring new places is a passion, and he cherishes spending quality time with my friends and family. Annex Wealth Management

• What industry does Andrew Eichel currently work in?

  Andrew Eichel currently works in the
  Annex Wealth Management

• What is Andrew Eichel's area of expertise?

  Andrew Eichel specializes in
  Andy Eichel is a Wealth Manager at Annex Wealth Management. As a Wealth Manager, Andy meets with prospective clients, working to secure the client relationship and then oversee the relationship for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results. Prior to joining Annex Wealth Management, Andy served as an Investment Consultant at a regional bank, where he focused on tailoring investment strategies to individual needs. His tenure as a Retirement Specialist allowed him to deepen his understanding of retirement planning, with additional experience adding a broad perspective on fund management and client relations. Educationally, Andy holds a Bachelor of Business Administration in Finance from the University of Wisconsin-Milwaukee, which laid the foundation for his career in financial services. Committed to continuous professional development, he has successfully completed the Series 7, Series 6, Series 66, and Series 63 certifications, equipping himself with a comprehensive understanding of securities and investment practices. Outside the office, Andy is an avid golfer and skier, always looking for new challenges and adventures. Traveling and exploring new places is a passion, and he cherishes spending quality time with my friends and family.

• Which languages does Andrew Eichel speak? 

  Andrew Eichel speaks the following languages:
  No languages available.

• Which industries has Andrew Eichel previously worked in?   

  Andrew Eichel has prior experience in the following industries:
  North Shore Bank , Vanguard , Vanguard , Umb Fund Services , Princeton Club New Berlin , Halquist Stone

• What is Andrew Eichel’s work experience?  

  Andrew Eichel has the following professional experience:
  Annex Wealth Management , North Shore Bank , Vanguard , Vanguard , Umb Fund Services , Princeton Club New Berlin , Halquist Stone .

• How can I find Andrew Eichel on LinkedIn?  

  You can view Andrew Eichel’s
  LinkedIn profile at LinkedIn URL.

• What are Andrew Eichel’s work email addresses?  

  Andrew Eichel’s work email addresses are
  [email protected] .

• What company does Andrew Eichel work for?  

  Andrew Eichel works at
  Annex Wealth Management