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Superior Financial Service That’s Second to None

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Going Above & Beyond

The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family. Going above and beyond, our friendly team prides itself on delivering personalized service and attention to detail that’s second to none. 

 

By developing deep, meaningful relationships with clients like you, we’re driven to be helpful in as many aspects of your life as possible. Going far beyond rates of return, we get to know all the complexities of your life and happily provide professional guidance to help you navigate those challenges. 

 

You’ve worked hard to achieve success for your family, and we’re proud to be the trusted financial stewards who give you the freedom to focus on what matters most in your life. 

Meet the Team

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Andrew Wall

Relationship Manager

 

Andrew strives to provide clients with the highest possible caliber of service. He considers it his job to help ensure their finances are taken care of, that he is always available to provide assistance, and that his relationships with clients are grounded in trust. In his current role, Andrew assists Affinity’s financial advisors with creating, monitoring, and updating financial

plans; generating reports to assist both advisors and clients; coordinates service with tax and estate professionals; and works to ensure clients have a seamless experience.

 

Andrew holds a bachelor’s degree in finance and business from Missouri State University. Prior to joining Affinity Wealth Partners in January 2018, Andrew was employed as a financial representative with Northwestern Mutual, where his expertise helped with financial planning for personal and corporate development. While there, he provided guidance and innovative strategies for individual financial planning needs and helped develop financial plans. Andrew was also employed as a personal assistant with Central Bank in Lebanon and served for five years in the United States Marine Corps. His military background enables him to remain calm and efficient

in high-stress situations, a trait he finds useful in his current profession.

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Originally from Lebanon, Andrew makes his home in Springfield with his wife, Jennifer. When he’s not in the office, Andrew can be found golfing, traveling, hiking, going to the lake and spending time outdoors.

Andrew Wall
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– Nicholas Sparks

“Sometimes the most ordinary things can be made extraordinary, simply by doing them with the right people.”

Let’s connect and explore how we can help you build a confident Financial Future.

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Affinity Wealth Partners • 417.520.3275 • 2664 East Kearney St | Springfield, MO 65803

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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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Affinity Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

 

Riskalyze is an independent third party service provider and is not affiliated with Raymond James.

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