Andrew Briggs, Cfa, Cpwa®

Andrew Briggs, Cfa, Cpwa® Email and Phone Number

Director of Portfolio Management • The Briggs Group • Plaza Advisory Group, Inc. @ Plaza Advisory Group, Inc.
clayton, missouri, united states
Andrew Briggs, Cfa, Cpwa®'s Location
Greater St. Louis, United States
About Andrew Briggs, Cfa, Cpwa®

I work hard to serve client needs and goals, including helping them navigate the worlds of estate, retirement and investment planning. My focus is portfolio construction and management and I enjoy developing sound, sustainable plans for our clients. I also enjoy the relationships that grow at the firm because they usually go well beyond the quantitative and into a trusting, secure connection.My career started as an intern at Plaza Advisory Group and I was hired on full-time because of my knowledge, work ethic, and passion for helping our clients. I graduated from the University of Missouri- Columbia with a degree in Business Administration with an emphasis in Finance. Additionally, I earned the Chartered Financial Analyst® and Certified Private Wealth AdvisorSM designations, which means I have dedicated my career to continuing education and acting with a high standard of ethics for our clients.When not in the office, I enjoy spending time with my family, including my two young daughters, being outdoors, waterfowl hunting playing squash and golf. I also enjoy reading; both finance and non-finance books. I am a member of the Young Friends Board for the St. Louis Children’s Hospital and serve on multiple committees there.

Andrew Briggs, Cfa, Cpwa®'s Current Company Details
Plaza Advisory Group, Inc.

Plaza Advisory Group, Inc.

View
Director of Portfolio Management • The Briggs Group • Plaza Advisory Group, Inc.
clayton, missouri, united states
Employees:
12
Andrew Briggs, Cfa, Cpwa® Work Experience Details
  • Plaza Advisory Group, Inc.
    Wealth Advisor
    Plaza Advisory Group, Inc. Jun 2011 - Present
    Greater St. Louis Area
    Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.Representatives of Plaza Advisory Group, Inc. are registered with and provide securities and/or advisory services through Steward Partners.For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm

Andrew Briggs, Cfa, Cpwa® Education Details

Frequently Asked Questions about Andrew Briggs, Cfa, Cpwa®

What company does Andrew Briggs, Cfa, Cpwa® work for?

Andrew Briggs, Cfa, Cpwa® works for Plaza Advisory Group, Inc.

What is Andrew Briggs, Cfa, Cpwa®'s role at the current company?

Andrew Briggs, Cfa, Cpwa®'s current role is Director of Portfolio Management • The Briggs Group • Plaza Advisory Group, Inc..

What schools did Andrew Briggs, Cfa, Cpwa® attend?

Andrew Briggs, Cfa, Cpwa® attended University Of Missouri-Columbia, College Of Business, Christian Brothers College High School.

Who are Andrew Briggs, Cfa, Cpwa®'s colleagues?

Andrew Briggs, Cfa, Cpwa®'s colleagues are Judy Rubin Cfp®, Cdfa™, Noelle W., Martha Guyer, Maria Erb.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.