As the founder of Andy Rose Wealth Management, my goal is simple. To help position the clients of my firm on a path to work toward financial success. By drawing on my 25 years as a financial advisor , I believe I am uniquely positioned to make the client experience an unprecedented one. From day one, clients are introduced to our process. Through a series of meetings, I will help work with you to identify your goals, the appropriate products to work toward attaining them, and the ongoing attention to detail we will provide to help see it through. I have put much thought into a setup that puts client and their needs first, and an ongoing system to stay present to keep up with lifes ever-changing financial needs.

 

I reside in South Charlotte, but have been working in Stanly County for the last 20 years. I started my career with Smith Barney in 1997, and continued my investment management journey to First Union Securities  in 2002. It was there I began working with the good folks of Stanly County. It has now become like a second home. I stayed with the bank which would later become Wells Fargo until September of 2022. I decided to remain in Stanly County, and have opened 2 branches of the newly formed Andy Rose Wealth Management-one in Albemarle, and one in Locust NC.

 

I was able to grow the investment  asset base to over 110 million dollars under management during my time at Wells Fargo Advisors and its predecessor firms. This was from the approximately 30 million when I started at the firm in 2002. The thing I took the most pride in were the amazing collaborations and lifelong friendships that I formed along the way. To become a dependable and consistent  resource to so many people in a small community takes a long time. I not only tried to invest peoples money to the best of my ability, I invested heavily in relationships. Getting to “know your customer” is a big commitment. I am proud to say, I not only know many customers on a personal level, but their kids and grandkids as well. There is no place I would rather be.

In my free time, sports have always been my passion. Cleveland Browns football (frustrating as it is) would be at the top of the list, with UNC basketball a close second. Am an avid reader of current events, sports, and of course, the stock market. Movie and tv show trivia would be my top daily double choice on Jeopardy.

 

My role models have stayed the same throughout most of my adult life. My father, coach Dean Smith, and Warren Buffet. All different in many ways, but the same in so many others. I don’t see those 3 changing… ever.

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