Andrew Frattaroli, FPQP™

Assistant Vice President

Andrew is an assistant vice president and advisor based in our Boca Raton office, supporting both the New York and Florida advisory teams throughout the financial planning process, assisting with building investment strategies and managing client relationships.

Andrew is committed to fostering strong client relationships through clear communication and thorough organization, helping clients achieve their goals in changing financial environments.

A graduate of the University of Miami, he previously served as a financial professional with Equitable Advisors before joining predecessor firm GM Advisory Group in January of 2022.

Outside of work, Andrew loves to spend time on the golf course, read new books, and visit South Carolina to see his family. Andrew currently resides in Fort Lauderdale, FL.

Previous Experience

  • Client Relationship Manager at GM Advisory Group
  • Wealth Management Associate at GM Advisory Group
  • Financial Professional at Equitable Advisors

Education & Credentials

  • BS, University of Miami, Electronic Media
  • Leading in Finance Certificate, Harvard Business School
  • Series 7 and 66 licenses
  • Financial Paraplanner Qualified Professional (FPQP)

 

FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ and FPQP™ are trademarks of the College for Financial Planning in the United States and/or other countries.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.