Andrew Mercer, CFP®, CDFA®

Andrew Mercer, CFP®, CDFA®

Wealth Advisor

As a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst®, Beau specializes in helping clients pursue their financial goals through comprehensive, personalized financial planning. With expertise in Divorce Analysis, Investment Management, Retirement and Estate Planning, Beau brings a wealth of knowledge and experience to Stratos Wealth Partners.

Beau earned his Bachelor of Science degree in Finance and Accounting from Juniata College and Masters of Business Administration from Hood College.  His securities licenses include the following:

Series 24 (General Securities Principal) through LPL Financial 

Series 7 (General Securities Representative) through LPL Financial 

Series 63 (Uniform Securities Agent State Law Exam) through LPL Financial 

Series 65 (Uniform Investment Advisor Law Exam) through Stratos Wealth Partners 

Also, he holds Maryland insurance licenses in life, health and long-term care

*Stratos Wealth Partners and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation

 

Phone 240-283-5599
Fax 240-831-4026
Mobile Phone 240-405-9862