Vice President | Financial Planning Specialist | Financial Advisor@ Morgan Stanley
Greater Burlington Area
Andrea Fisher
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Bates College
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FlashIntel GPTAndrea Fisher is a highly experienced financial planner and wealth management professional with 9.4 years of work experience. She began her career at AXA Advisors before joining The Smith Group at Morgan Stanley in 2015. Andrea's areas of focus include financial planning, sustainable investing, and working with millennials. She holds her Series 7, 66, and Life, Health, and Variable Annuity Licenses. Andrea is currently based in Burlington, VT and actively involved in networking organizations. Outside of work, she enjoys running, skiing, and is a competitive sailor.
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About
Since 2014, Andrea has been focusing on delivering financial planning and wealth management for her clients. She began her career with AXA Advisors prior to joining The Smith Group at Morgan Stanley in 2015. Her areas of focus include: financial planning, sustainable investing and working with millennials. Andrea currently holds her Series 7, 66 and Life, Health and Variable Annuity Licenses. Born and raised in Massachusetts, Andrea was a math major at Bates College. She currently lives in Burlington, VT and is actively involved in the community through some networking organizations. Away from the office, Andrea enjoys running, skiing and is a competitive sailor.NMLS #1460462
...See MoreWork Experience
Vice President | Financial Planning Specialist | Financial Advisor
Vice President | Financial Planning Specialist | Financial Advisor
Financial Advisor
Financial Services
Andrea Fisher's Professional Milestones
- Producer Associate (2014-06-01~2015-10-01): Coordinated and coordinated high-quality productions, exceeding client expectations and driving business growth.
- Financial Advisor (2015-11-01~): Provided expert financial advice, empowering clients to make informed decisions for their financial goals.
Education
Mathematics,
Bachelors,
Bachelor Of Arts
2010-01-01-2014-01-01Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
Carleen Mulholland
Assistant Vice President - Business Service Officer
Patrick Harty
IT Vice President Execution Manager | IT System Owner | Business Analysis | Project Management | Service Interface Design | Database Design | Compliance
William Cheng
product manager at morgan stanley|product management|product owner
Thomas Tran
Product Owner
Other Named Andrea Fisher
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Andrea Fisher works for Morgan Stanley
Andrea Fisher's role in Morgan Stanley is Vice President | Financial Planning Specialist | Financial Advisor
Andrea Fisher works in the industry of Financial Services
Andrea Fisher's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Carleen Mulholland,Patrick Harty
Andrea Fisher's latest job experience is Vice President | Financial Planning Specialist | Financial Advisor at Morgan Stanley
Andrea Fisher's latest education in Bates College
