Andrew Perla

Edward Jones

Role
Financial Advisor at Edward Jones
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Andrew Perla

With over 12 years of professional experience, I currently contribute as a Financial Advisor at Edward Jones, focusing on financial advising strategies supported by business analysis and sales expertise. My work emphasizes leveraging data-driven insights to guide clients in achieving their financial goals. My previous roles in inside sales and management have honed my skills in technical sales, sales and marketing, and client relationship-building. Recent certifications in business analysis fundamentals and data modeling further strengthen my ability to integrate analytics into financial planning and decision-making processes. My commitment lies in supporting clients with tailored solutions while driving organizational success.

Experience

  1. Financial Advisor

    Edward Jones

    Oct 2025 — Present · Houston, TX, US

Education

  • Purdue Global

    Master's degree, Strategic Financial and Treasury Intelligence

  • University of Houston-Clear Lake

    Bachelor’s Degree, Accounting and Finance

Skills

  • Customer Service
  • Microsoft Office
  • Research
  • Microsoft Excel
  • Powerpoint
  • Project Management
  • Strategic Planning
  • Microsoft Word
  • Management
  • Leadership

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Andrew Perla — Financial Advisor at Edward Jones in Houston, TX, US | Unifers