Andrew Thorpe
Managing Consultant, Marsh & McLennan Agency
- Role
- Managing Consultant, Retirement Services at Marsh McLennan Agency
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Andrew Thorpe
Strategic Retirement Plan Consulting. Specialize in 401(k), 403(b) and Defined…
Experience
Managing Consultant, Retirement Services
Jan 2016 — Present · Boston, MA, US
Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA/SIPC, and a federally registered investment adviser. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone:(212) Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSMare offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviserrepresentatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request.We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance industry and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts found on this profile do not reflect the views of MMA Securities LLC and have not been reviewed foraccuracy or completeness
Education
University of Massachusetts at Amherst - Isenberg School of Management
Finance
1993 — 1996
Skills
- Series 6
- Strategy
- Erisa
- Consulting
- Series 7
- Qualified Retirement Plans
- Sales
- Investment Strategies
- Alternative Investments
- Life, Accident and Health License
- Disability Insurance
- Executive Pay
- 401k
- Defined Benefit
- Securities
- Asset Allocation
- Mutual Funds
- Relationship Management
- Fixed Annuities
- Retirement
- Dcio
- Financial Services
- Defined Contribution
- Leadership
- Wealth Management
- Vendor Management
- Investment Advisory
- Profit Sharing
- Series 65
- Retirement Plan Consulting
- Pensions
- Fiduciary Management
- Asset Management
- Employee Benefits
- Life Insurance
- Investments
- Series 63
- Building Business Relationships
- Retirement Planning
- 403 B
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