Andrew McGill

Serving Biotech and Pharma Professionals to position themselves to live a life of abundance and avoid throwing away generational wealth | Golf Geek

Role
Financial Advisor at Twelve Points Wealth Management
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Andrew McGill

My team and I educate individuals and families on organizing, protecting and saving their…

Experience

  1. Financial Advisor

    Twelve Points Wealth Management

    Oct 2021 — Present · Concord, MA, US

    Manage private clients relationships• Collaborate with clients in every aspect of their lives• Direct interaction with clients on investment strategy and financial planning topics• Work with the Financial Planning team to create analyses to assist clients with optimizing their tax and financial situation

Education

  • Loyola University Maryland

    Bachelor of Science (BS), Finance; Minor: Information Systems

    2010 — 2014

Skills

  • Teamwork
  • Microsoft Office
  • Marketing
  • Powerpoint
  • Finance
  • Event Management
  • Access
  • Social Media
  • Customer Service
  • Microsoft Word
  • Team Leadership
  • Facebook

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Andrew McGill — Financial Advisor at Twelve Points Wealth Management in Boston, MA, US | Unifers