cfp® professional senior vice president investments at
duda wealth advisors of raymond james@ Raymond James
Farmington Hills, Michigan, United States
Andrea Kotch Duda
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FlashIntel GPTAndrea Kotch Duda is a highly experienced Certified Financial Planner with 34.2 years of work experience. She specializes in estate planning, retirement planning, asset allocation, and financial planning. Based in Farmington Hills, Michigan, Andrea is a certified financial planner at the Board of Standards Inc. She is a certified CFP and certified FINANCIAL PLANNER, recognizing the importance of completing certification requirements. With a focus on conducting business with residents of the states and jurisdictions, Andrea is dedicated to providing comprehensive financial services. Contact her for information and availability.
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About
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
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cfp® professional senior vice president investments at duda wealth advisors of raymond james
Senior Vice President, Investments
Financial Services
Andrea Kotch Duda's Professional Milestones
- Financial Advisor (1989-09-01~1993-01-01): Provided strategic financial guidance to clients, identifying their financial needs and achieving their goals.
- Senior Vice President, Investments (1993-01-01~): Driving strategic investments to diversify industries and maximize profitability as a leading investment advisor.
Education
Financial Planning
1984-1989Skill
Estate Planning
Retirement
Asset Allocation
Retirement Planning
Financial Planning
Certification
Colleagues
Gregory Matzelle
Managing Partner, TEN10WMG Accredited Wealth Management Advisor Branch Owner, Financial Advisor, RJFS
Brett Sanner
sanner financial services owner securities offered through raymond james financial services inc member finra sipc
Lance Lowery
Owner
David Weimer
Owner, Weimer Wealth Management | Financial Advisor, RJFS
Gary L. Zaugg, CFP® AEP® ChFC® CASL® RICP®
owner the zaugg financial group inc
Other Named Andrea Kotch Duda
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Andrea Kotch Duda works for Raymond James
Andrea Kotch Duda's role in Raymond James is cfp® professional senior vice president investments at duda wealth advisors of raymond james
Andrea Kotch Duda works in the industry of Financial Services
Andrea Kotch Duda's colleagues are Gregory Matzelle,Brett Sanner,Lance Lowery
Andrea Kotch Duda's latest job experience is cfp® professional senior vice president investments at duda wealth advisors of raymond james at Raymond James
Andrea Kotch Duda's latest education in College for Financial Planning
