ANDREW KOUSOUROS, CFP®

Senior Financial Advisor

Address: 44 WASHINGTON AVE , PLEASANTVILLE , NY 10570
Call: 914-806-5940 
Email: Andrew.Kousouros@wellsfargo.com Compose mail in a new window

My Background

As a Senior Financial Advisor, the core value of my practice is that no two clients are the same: advice should be catered to everyone on a personalized, individual basis. Understanding the mindsets of my clients with regards to their investments, goals, families and objectives is paramount to building a tailored strategy.<br/><br/>Recently, I became a CERTIFIED FINANCIAL PLANNER?. As a CFP? practitioner, I am held to a higher standard regarding the recommendations that I make and advice that I provide. It is a designation I hold proudly in acting as a Fiduciary for my clients as I am entrusted to give a broader scope of advice outside of the standard investment conversation. With nearly two decades of experience, I have had the privilege of working closely with clients both near and far and it has been a pleasure to be a part of their journeys through life.<br/><br/>Although my branch office is in Westchester County, I currently reside in Dutchess country with my loving wife Nancy. When we aren't venturing out and exploring what New York has to offer in the way of restaurants, historical sites and weekend trips, we're most likely spending time with our nephews and niece.<br/> <br/><br/>I appreciate the time you have given me already and I look forward to hearing from you!<br/><br/><br/><br/>Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP?, CERTIFIED FINANCIAL PLANNER?, and CFP? (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization?s initial and ongoing certification requirements to use the certification marks.

My Experience

  • 2017 - Present : Wells Fargo Advisors, Senior Financial Advisor
  • 2010 - 2017 : JPMorgan Chase Bank, NA, Private Client Advisor
  • 2010 - 2010 : Ladenburg Thalmann & Co, Registered Representative
  • 2008 - 2010 : MAX International Broker Dealer Corp, Account Executive

My Education & Credentials

  • Bachelor of Arts in Economics - State University of New York at Albany
Securities Registered in the following states: CA, CO, CT, FL, NJ, NY, PA, TX
Insurance licensed in the following states: CA
ANDREW KOUSOUROS: Financial Advisor: Wells Fargo Clearing Services, LLC