Andy Bean
Fidelity Investments
- Role
- Financial Consultant at Fidelity Investments
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Andy Bean
My job is to provide my clients with comprehensive financial market knowledge and experience. For more than 8 years I have worked in Financial Services Industry in both Insurance and Wealth Management. I understand financial markets and utilize a disciplined approach to managing risk, along with all the resources of Goals-Based Planning, to help my clients realize their long-term financial goals. Goals-Based approach- Investment Management - Education Savings - Insurance Planning - Retirement Income Strategies - Trust & Estate Planning Services - Customized Financing & Lending through Bank of America BEST CLIENTS I work best with families, business owners, and retirees who appreciate honesty and simplicity, and recognize the value of a trusted, Financial Advisor. INTERESTS I graduated from Ohio University and live in Columbus, OH. I spend most of my time away from work with my family. My wife and I enjoy traveling, trying new restaurants and taking care of our golden doodle. In addition to work and family, I enjoy playing golf. KEYS TO SUCCESS - Always put my clients first - Provide honest advice and feedback to my clients - Adapt to my clients ever changing needs
Experience
Financial Consultant
Feb 2024 — Present · Columbus, OH, US
Education
Ohio University
Bachelor of Business Administration (BBA), Finance, General
2010 — 2014
Skills
- Customer Service
- Event Planning
- Powerpoint
- Microsoft Excel
- Microsoft Word
- Microsoft Office
- Microsoft Powerpoint
- Teamwork
- Data Analysis
- Time Management
- Research
- Leadership
- Public Speaking
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