Andy Buchanan Email & Phone Number
@53.com
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Who is Andy Buchanan? Overview
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Andy Buchanan is listed as Associate Financial Advisor at FSM Wealth, Inc., based in Lexington, Kentucky, United States. AeroLeads shows a work email signal at 53.com and a matched LinkedIn profile for Andy Buchanan.
Andy Buchanan previously worked as Personal Banker at Fifth Third Bank and Retirement Planner at Fidelity Investments. Andy Buchanan holds Bachelor Of Science In Business And Economics, Economics And Finance from University Of Kentucky.
Email format at FSM Wealth, Inc.
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AeroLeads found 1 current-domain work email signal for Andy Buchanan. Compare company email patterns before reaching out.
About Andy Buchanan
Experienced Financial Associate with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Customer Service, Microsoft Office products, Quantitative Reasoning and Analysis.
Listed skills include Finance, Financial Services, Series 7, Series 66, and 2 others.
Andy Buchanan's current company
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Andy Buchanan work experience
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Associate Financial Advisor
Current
Personal Banker
Retirement Planner
I provide investment and retirement solutions to individuals who work for tax exempt employers such has hospitals and higher education institutions through consultative conversations to help meet their retirement goals.
Workplace Planning And Guidance Consultant
• Analyzed customers situation and provided suitable investment guidance and strategies based on their situation by engaging in consultative conversations• Recommended investment products and created financial plans to achieve goals • Cultivated relationships with clients resulting in life long engagement with firm • Answer customer questions about purposes and details of financial plans and strategies
Financial Associate
•Provided financial customer service•Preformed transactions on customers retirement accounts•Studied the rules and regulations of the financial industry •Skills Developed: Industry Knowledge, Problem Solving, Communications
Andy Buchanan education
Frequently asked questions about Andy Buchanan
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What company does Andy Buchanan work for?
Andy Buchanan works for FSM Wealth, Inc..
What is Andy Buchanan's role at FSM Wealth, Inc.?
Andy Buchanan is listed as Associate Financial Advisor at FSM Wealth, Inc..
What is Andy Buchanan's email address?
AeroLeads has found 1 work email signal at @53.com for Andy Buchanan at FSM Wealth, Inc..
Where is Andy Buchanan based?
Andy Buchanan is based in Lexington, Kentucky, United States while working with FSM Wealth, Inc..
What companies has Andy Buchanan worked for?
Andy Buchanan has worked for Fsm Wealth, Inc., Fifth Third Bank, and Fidelity Investments.
How can I contact Andy Buchanan?
You can use AeroLeads to view verified contact signals for Andy Buchanan at FSM Wealth, Inc., including work email, phone, and LinkedIn data when available.
What schools did Andy Buchanan attend?
Andy Buchanan holds Bachelor Of Science In Business And Economics, Economics And Finance from University Of Kentucky.
What skills is Andy Buchanan known for?
Andy Buchanan is listed with skills including Finance, Financial Services, Series 7, Series 66, Microsoft Office, and Customer Service.
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