Andrew Combs Email & Phone Number

New York, Ny, Us

Indianapolis, Indiana, United States

• Provide white-glove full service through client problem solving, placing trades, moving money, educating on financial knowledge and much more• Assist with most operational and trading needs for Wealth Advisory Clients• Follow up with Wealth Advisors after walking client through full service

Indianapolis, Indiana, United States

• Completed on-the-job training with Client Customer & Support, Bond Trading Desk, Schwab Wealth Advisory Service Team, and the Financial Planning Group• Inbound and Outbound Schwab Wealth Advisory Phone Calls• Associate Wealth Advisor Training

Urbana-Champaign, Illinois Area

• University club made to help students become more knowledgeable and suited for the field of financial planning• Networked with financial planning professionals• Learned about different financial planning & wealth management companies

Urbana, Illinois, United States

• Work with a team of 7 executive board members to allocate funding for their committees• Develop balanced budgets allocating funds for over $60,000 in expenses• Reduced over $3000 in various expenses throughout the year by analysis of house utilities, streaming services, and other house services

Creve Coeur, Missouri, United States

• Attended six virtual client meetings • Created and updated numerous Asset Maps for clients • Prepared for client reviews using Salesforce, LPL ClientWorks, and Morningstar Advisor Workstation• Networked with multiple financial advisors, an unit investment trust rep, and a Mutual Fund Wholesaler

• Increased fraternity membership by over 10%• Reached out (social media, text, call) to incoming UIUC freshmen that may benefit from being part of our fraternity• Improved fraternity's social media presence• Created a mass email program to recruit incoming freshman to UIUC from high schools over the country• Implemented a Top Golf event where potential members were able to meet the fraternity• Created a house tour of the Beta Sigma Psi fraternity house (link attached)

▪ Learned and applied my knowledge through mini-projects to all areas of financial planning▪ Constructed a 60/40 portfolio with Morningstar Advisor Workstation while tailoring it towards certain investment criteria▪ Determined the likelihood of success in different client retirement scenarios▪ Analyzed a risk tolerance tool to identify the risk profile of a hypothetical client▪ Identified the financial planning assumptions found in financial planningsoftware▪ Recognized different ways financial planners approach budgeting and cash flowplanning▪ Established recommendations for student loan planning▪ Evaluated the tax implications of various personal and financial decisions▪ Developed my personal philosophy of financial planning

Bachelor Of Science - Bs, Financial Planning

Education record