Andrew W. Welch
Bachelor of Finance, Cum Laude
Registered Investment Advisor Representative
Florida 2-14 Life & Variable Annuities Agent License
Andrew Welch is the Vice President of Sarasota Capital Strategies and a Registered Investment Advisor Representative. His specialty is life insurance and annuities. Andrew was recently named an Elite Advisor by Security Benefit, a national recognition for being ranked as a top producer and setting the standard of what it means to be an elite financial management representative. He has also presented at financial seminars across the country, speaking about his experience with buffered ETFs.
Andrew has grown up in the financial services industry, having gotten his start back in 2008 in the risk management area of financial planning, where he learned that a sound financial plan isn't just about accumulating assets, but protecting them as well.
Andrew graduated Cum Laude from Florida Gulf Coast University with a Bachelor of Science in Finance. He also has the Florida 2-14 Life and Variable Annuities Agent License and Series 65. Andrew brings the drive and work ethic necessary to ensure that we are on top of your financial plan.
Andrew lives with his wife, Kim, and Golden Retriever, Wrigley. You may be greeted by Wrigley and his wagging tail when visiting the office, as he serves as the company’s Chief Fun Officer (and he takes his role very seriously!)