Andy Bean
Financial Consultant at Fidelity Investments
Based in Columbus, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Columbus
Industry
Financial Services
Company size
84K
Contact information
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a•••••••@fidelity.com
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Background
About Andy Bean
My job is to provide my clients with comprehensive financial market knowledge and experience. For more than 8 years I have worked in Financial Services Industry in both Insurance and Wealth Management. I understand financial markets and utilize a disciplined approach to managing risk, along with all the resources of Goals-Based Planning, to help my clients realize their long-term financial goals. Goals-Based approach- Investment Management - Education Savings - Insurance Planning - Retirement Income Strategies - Trust & Estate Planning Services - Customized Financing & Lending through Bank of America BEST CLIENTS I work best with families, business owners, and retirees who appreciate honesty and simplicity, and recognize the value of a trusted, Financial Advisor. INTERESTS I graduated from Ohio University and live in Columbus, OH. I spend most of my time away from work with my family. My wife and I enjoy traveling, trying new restaurants and taking care of our golden doodle. In addition to work and family, I enjoy playing golf. KEYS TO SUCCESS - Always put my clients first - Provide honest advice and feedback to my clients - Adapt to my clients ever changing needs
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