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Andrew B. Waxman

Before partnering with his father to create Waxman Financial, Andrew was an executive with several large financial institutions, serving as Vice President of Private Banking for Regions Morgan Keegan, Vice President of Wealth & Institutional Management for Comerica, and Vice President of Sales & Service for Mercantil Commerce Bank.

 

As Managing Partner, he provides a unique combination of professional expertise, straightforward advice, and a meticulous commitment to delivering outstanding customer service.

 

Andrew is a CERTIFIED FINANCIAL PLANNER™, attending the College for Financial Planning and earning a Certificate in Financial Planning from Florida Atlantic University.  He received a B.A. from the University of Maryland at College Park and holds the Series 66 securities license. He is also a licensed life and health insurance agent in the state of Florida.

 

An active member of the South Florida business community, he has served on the Vice Provost Council of Florida International University, was former Chairman of the Aventura Young Professionals, and is a former board member of the Humane Society Broward County Planned Giving Council, Gilda’s Club Associate Council, and the Aventura Marketing Council.

 

He has extensive experience advising clients in the areas of retirement planning, asset allocation, investment management, college funding, group benefits, insurance planning, and business succession strategies.

 

If you would like to know more or have questions about becoming a client, send Andrew an email at andrew@waxmanfinancial.com or by phone at (786)763-3739.

Andrew B. Waxman, CFP®
Our goal is to help you make sense of the complicated world of investing, taxes and insurance by providing sophisticated solutions that are easy to understand and implement.
Andrew B. Waxman, CFP®
Our goal is to help you make sense of the complicated world of investing, taxes and insurance by providing sophisticated solutions that are easy to understand and implement.