Andrew Stevenson
Senior Finance Major at UCF | Financial Planning Intern at Your Mental Wealth Advisors | FMA Executive Functions Committee | Aspiring Wealth Management Professional
- Role
- Financial Planning Intern at Occidental Asset Management
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Andrew Stevenson
I am a Client Service Associate at Occidental Asset Management and a graduate of the…
Experience
Financial Planning Intern
Apr 2025 — Present · Altamonte Springs, FL, US
Support CFP® advisors in preparing financial plans for high-net-worth clients by reviewing portfolios, analyzing allocations, and updating Zephyr with rebalances and account values.•Assist in client meetings by taking notes, updating records (including beneficiary designations), and supporting advisor communications.•Review Required Minimum Distribution (RMD) calculations and manage restricted securities in RedBlack and Orion to reduce compliance risk and maintain accurate portfolio data.•Build client-facing tools, including a model that automated real estate asset tracking and a restrictions list that improved workflow efficiency and supported increased investment activity.
Education
University of Central Florida
Bachelor of Science in Business Administration, Finance
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