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Senior Wealth Advisor
Andrew Greer, a registered representative with GF Investment Services, LLC , as well as a licensed insurance agent, joined Hobart Financial Group in May 2010 as Senior Wealth Advisor.
Having earned his Bachelor’s Degree in Business Administration from East Carolina University, Mr. Greer holds his series 65, 63 and series 7 licenses for portfolio management. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning.
A comprehensive, client-focused approach to financial planning ensures that the recommended programs encompass each client’s financial goals, time frames and risk tolerance. He works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, succession planning, as well as relationship management involving local CPA’s and estate planning attorneys.
Helping people, whether it is planning for retirement or planning in retirement, is truly Mr. Greer’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings to review portfolio direction, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.
A native of North Carolina, Andrew resides in Charlotte with his wife Leslie-Ann and their son Easton. While away from the office, you will find Andrew enjoying most anything outdoors from golfing, backpacking, running, or attending a Panther’s home game.