Andrew Barker
Wealth Advisor, RJFS
- Role
- Investment Strategist, Gppw Wealth Advisor, Rjfs at Gratz Park Private Wealth
- Location
- Lexington, KY, US
- LinkedIn followers
- 500 followers
About Andrew Barker
When thinking about retirement, people look to answer four general questions. Do I have enough? When can I retire? Will it last? Will my family be financially secure if something were to happen to me? Through meticulous preparation, personalized and sound investment strategy, and proactive planning, I hope to help empower clients to enjoy the fruits of their labor today, live comfortably tomorrow, and leave a lasting legacy for the generations that follow. Your path to financial freedom is unique and ever changing but the life you have worked so hard to achieve may be closer than you think. Let’s work together to create a plan that helps to eliminate your retirement concerns. If you are ready to plan for your perfect retirement, I am ready listen. Reach out today and let’s take the first step!
Experience
Investment Strategist, Gppw Wealth Advisor, Rjfs
May 2023 — Present
Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC Gratz Park Private Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, IncCertified 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.
Education
Yale School of Management
Certified Private Wealth Advisor® (CPWA®) Certification
2024 — 2024
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