Andrea began her financial service career with UBS PaineWebber in 1996. Overseeing Monaco Capital Management’s business operations, Andrea supervises the administrative workflow process and works closely with Joe to monitor client portfolios. Additionally, as a CERTIFIED FINANCIAL PLANNER™ practitioner, she works one on one with clients to develop and execute financial plans.
Andrea graduated cum laude from Old Dominion University with a B.S. in Psychology and a minor emphasis in Business Administration, and soon after became Series 7 and 66 licensed. Subsequently, she did post-graduation studies at ODU to receive certification in Professional Financial Planning.
Originally from Hampton Roads, Andrea lives with her husband Rob, their son Trey and beagle Spencer in Portsmouth, Virginia, where she is a board member of the community charity organization, the Portsmouth Service League. Additionally, Andrea serves on the board of Christopher Academy.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®(with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.