AeroLeads people directory · profile
Jesse Andrews, Cltc® Email & Phone Number
Founder and CEO
at
Wisepath Financial Group
1 work email found
@wisepathgroup.com
1 phone found area 336
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and CEO
Location
High Point, North Carolina, United States
Company size
Who is Jesse Andrews, Cltc®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jesse Andrews, Cltc® is listed as Founder and CEO at Wisepath Financial Group, a company with 11 employees, based in High Point, North Carolina, United States. AeroLeads shows a work email signal at wisepathgroup.com, phone signal with area code 336, and a matched LinkedIn profile for Jesse Andrews, Cltc®.
Jesse Andrews, Cltc® previously worked as Founder & CEO at Wisepath Financial Group and Chief Executive Officer at Estate Mentors. Jesse Andrews, Cltc® holds Bachelor Of Business Administration - Bba, Business Administration & Economics from University Of Minnesota.
Company email context
Email format at Wisepath Financial Group
This section adds company-level context without repeating Jesse Andrews, Cltc®'s masked contact details.
*@wisepathgroup.com
71% confidence
AeroLeads found 1 current-domain work email signal for Jesse Andrews, Cltc®. Compare company email patterns before reaching out.
Profile bio
About Jesse Andrews, Cltc®
As Founder of Wisepath Financial Group, I use my 12+ years in the finance industry, all my awards, and all the continuing training I undertake for one goal: offering a more efficient and longer-lasting alternative to the old system of financial strategies.Old way: accumulate as many assets and hope inflation doesn't outpace your retirement income.New way: prepare for your retirement in a more efficient way and aim to get a larger income for a longer period of time from a smaller accumulated sum.This does not mean that our clients have fewer accumulated assets, only that they may potentially get a bigger bang for their buck — for a lifetime.The simple fact is that most of us here in North Carolina have our whole adult life to prepare for retirement. So your retirement income should outlive you, providing support for even long-term care and leaving plenty for future generations.That's why we at Wisepath Financial Group structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care. We use a different approach. Our goal is to make sure you can potentially increase your retirement income with some guarantees, without any more out of pocket now.Registered Representative of and securities not providing brokerage services, and therefore, is not involved in executing securities transactions on behalf of clients., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of any brokerage services and is not a broker-dealer or Registered Investment Advisor.Jesse Andrews may conduct life insurance and securities business in North Carolina and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed.This content is not a recommendation or endorsement of any product, service, security, or issuer, nor should a "like" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Jesse Andrews and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from jesse@wisepathgroup.com. For more information, refer to the following consumer websites: www.FINRA.org, www.SIPC.org.
Listed skills include Leadership, Insurance, Sales, Life Insurance, and 53 others.
Current workplace
Jesse Andrews, Cltc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wisepath Financial Group
10 roles · 22 years
Jesse Andrews, Cltc® work experience
A career timeline built from the work history available for this profile.
Founder & Ceo
CurrentWisepath Financial Group was started to help small businesses and individuals meet their financial goals. We take great pride in getting to know each one of our clients and providing individualized service. Working with Wisepath Financial Group means you will have someone dedicated to the task of helping you to optimize your financial health. Operating a.
Sep 2017 - Present
Chief Executive Officer
CurrentEstate Mentors is an advanced platform and technology designed to simplify and streamline the estate planning process. This innovative tool combines advanced software and user-friendly interfaces to assist individuals and families in creating and managing their estate plans effectively.
May 2022 - Present
Founder
CurrentReliance Automated Verified Leads is a comprehensive solution for businesses seeking high-quality, pre-qualified leads and enhanced customer relationship management (CRM) capabilities. This versatile software offers various features, including lead generation, lead verification, CRM management, and communication tools. Reliance Automated Verified Leads is.
Feb 2019 - Present
Managing Representative
Manage diverse accounts statewide. Prepare cost and revenue projections. Collaborate cross-functionally to service 1200+ clients for the entire state of North Carolina. Provides leadership on strategies and optimization, builds strong relationships, and establishes clear lines of communication with clients, partners and internal staff members.
Dec 2012 - Sep 2017
Insurance Planner 2
Delivered insurance sales consultations and oversaw 10 call-centers to improve performance and net sales. Monitored calls to ensure quality and implement optimizations in sales processes. Trained and developed new hires to increase branch revenue. Spearheaded consultation with high-net clientele nationwide to surpass sales goals and production milestones..
Sep 2010 - Sep 2012
Sales Associate
Directed a call-center to achieve quality benchmarks. Developed strategic relationships with vendors and established optimal rates for services to reduce expenditures and maximize revenue. Drove improvements in service quality by training and developing staff. Worked cross-functionally to ensure customer satisfaction and retention. Evaluated compliance.
Jul 2009 - Sep 2010
Mortgage Consultant (Previously Teller)
Reviewed loan applications and performed financial analysis, credit and property evaluations to provide feasibility reports for loan requests. Communicated with prospective customers and civic organizations to generate new business. Implemented policy and procedure improvements for mortgage dealings. Participated in special events to grow brand presence in.
May 2007 - Jun 2009
Sales Associate
Responsible for our five sales goals, including dollars sold, credit opened, lifetime replacement, multi-sale dollars, and customer satisfaction surveys. Delivering diamond sales presentations. Responsible for expensive merchandise. Prepare pre-booked sales for diamond events. Responsible for engaging customers in conversation to understand their needs and.
Nov 2006 - Jan 2009
Aquatics Manager (Previously Sr. Lifeguard)
Supervision of the operations of the aquatics pools through planning, coordination, scheduling, and evaluating a variety of programs specific to aquatics area within the facility.
2004 - 2007
~3 yrs
Team & coworkers
Colleagues at Wisepath Financial Group
Other employees you can reach at wisepathgroup.com. View company contacts for 11 employees →
PD
Patrick Daugherty, Cpa, Mba
Colleague at Wisepath Financial GroupIndianapolis, Indiana, United States, United States
View →
GT
G. Thomas Horner, Mba
Colleague at Wisepath Financial GroupRaleigh-Durham-Chapel Hill Area, United States
View →
JA
Jesse Andrews
Colleague at Wisepath Financial GroupHigh Point, North Carolina, United States, United States
View →
CD
Cristian Diaz
Colleague at Wisepath Financial GroupHigh Point, North Carolina, United States, United States
View →
Patrick Daugherty, Cpa, Mba
Colleague at Wisepath Financial GroupIndianapolis, Indiana, United States, United States
View →
GT
G. Thomas Horner, Mba
Colleague at Wisepath Financial GroupRaleigh-Durham-Chapel Hill Area, United States
View →
JA
Jesse Andrews
Colleague at Wisepath Financial GroupHigh Point, North Carolina, United States, United States
View →
CD
Cristian Diaz
Colleague at Wisepath Financial GroupHigh Point, North Carolina, United States, United States
View →
3 education records
Jesse Andrews, Cltc® education
Bachelor Of Business Administration - Bba, Business Administration & Economics
University Of Minnesota
Associate Of Arts (Aa), Business Administration And Management, General
Normandale Community College
High School, General Studies
Lakeville North High School
FAQ
Frequently asked questions about Jesse Andrews, Cltc®
Quick answers generated from the profile data available on this page.
What company does Jesse Andrews, Cltc® work for?
Jesse Andrews, Cltc® works for Wisepath Financial Group.
What is Jesse Andrews, Cltc®'s role at Wisepath Financial Group?
Jesse Andrews, Cltc® is listed as Founder and CEO at Wisepath Financial Group.
What is Jesse Andrews, Cltc®'s email address?
AeroLeads has found 1 work email signal at @wisepathgroup.com for Jesse Andrews, Cltc® at Wisepath Financial Group.
What is Jesse Andrews, Cltc®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 336 for Jesse Andrews, Cltc® at Wisepath Financial Group.
Where is Jesse Andrews, Cltc® based?
Jesse Andrews, Cltc® is based in High Point, North Carolina, United States while working with Wisepath Financial Group.
What companies has Jesse Andrews, Cltc® worked for?
Jesse Andrews, Cltc® has worked for Wisepath Financial Group, Estate Mentors, Reliance Automated Verified Leads, Llc, Transamerica Agency Network, and Wells Fargo.
Who are Jesse Andrews, Cltc®'s colleagues at Wisepath Financial Group?
Jesse Andrews, Cltc®'s colleagues at Wisepath Financial Group include Patrick Daugherty, Cpa, Mba, G. Thomas Horner, Mba, Jesse Andrews, and Cristian Diaz.
How can I contact Jesse Andrews, Cltc®?
You can use AeroLeads to view verified contact signals for Jesse Andrews, Cltc® at Wisepath Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Jesse Andrews, Cltc® attend?
Jesse Andrews, Cltc® holds Bachelor Of Business Administration - Bba, Business Administration & Economics from University Of Minnesota.
What skills is Jesse Andrews, Cltc® known for?
Jesse Andrews, Cltc® is listed with skills including Leadership, Insurance, Sales, Life Insurance, Management, Financial Analysis, Employee Benefits, and Microsoft Excel.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial