Ritholtz Wealth Management
Angelica Andrews is a skilled financial professional with experience in various roles across wealth management and client services. Currently serving as a Paraplanner and Client Service Associate at Ritholtz Wealth Management since May 2022, Angelica previously worked as a Client Service Analyst at Tiedemann Advisors where responsibilities included managing money and security movement requests, and compiling tax documentation for clients. Earlier experiences include an Onboarding Specialist position at Vanguard, where Angelica facilitated asset transfers and communicated financial concepts, along with a Client Relationship Associate role focusing on account maintenance. Educational background includes a Bachelor of Science in Business Management from West Chester University of Pennsylvania, supplemented by leadership roles as a Global Ambassador and Peer Mentor during university studies.
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Ritholtz Wealth Management
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Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm. We work for – and are solely compensated by – our clients; those are the only interests we serve. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, our advisors, or our services. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way. See disclosures here: https://ritholtzwealth.com/social-media-disclosures/