ANDREW CALDWELL, CRC®

Senior Financial Advisor

Managing Director - Investments

Address: 350 EAST LAS OLAS BLVD, 19TH FLOOR , FORT LAUDERDALE , FL 33301
Call: 954-765-3959  |  800-231-2510    Fax: 954-356-0299
Email: andrew.caldwell@wellsfargo.com Compose mail in a new window

My Background

For over 30 years, I have helped clients address financial concerns and develop sound strategies by focusing on my client's specific needs. With my experience through major market shifts, I dedicated my career to delivering the personalized investment planning services my clients deserve.<br/> My career began in Orlando, where I developed my fundamental knowledge from work in the areas of investment brokerage, life insurance and banking. I joined Wells Fargo Advisors in 2005 to provide financial advice for individuals and families. I utilize a planning approach and process to help clients with their opportunities to achieve their specific goals and objectives. I have been recognized as a member of the Platinum Council for years 2019-2023. <br/> I graduated from Eastern Illinois University with a BS in Business and Concentration in Chemistry, I previously held various marketing and management positions with multinational chemical companies. I enjoyed travel and business relationships developed primarily with large multinational companies in North America.<br/> Connie and I have been married for 42 years and reside in Ft Lauderdale. We enjoy our family of two grown daughters and their husbands and our first grandchild born in 2024. We are involved with local civic and cultural organizations.<br/> I enjoy golfing, biking, traveling, guitar, and volunteering in the Macy's Thanksgiving Day Parade.

My Experience

  • 1996 - 1997 : Edward D Jones & Co
  • 1997 - 1999 : New England Securities
  • 1999 - 2001 : SunTrust Securities, Inc
  • 2001 - 2005 : Colonial Brokerage, Inc
  • 2005 - Present : Well Fargo Advisors

My Education & Credentials

  • Bachelors in Science in Marketing - Eastern Illinois University
  • with Concentration in Chemistry

My Community Involvement

  • Friends of Birch State Park Past Board Member
  • Nova Southeastern University Ambassadors Board Member
  • Various Non Profit Organizations - Volunteer
Securities Registered in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MO, MS, NC, NH, NJ, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA
Insurance licensed in the following states: CA (Lic. # 0K88452) Resident State: FL
ANDREW CALDWELL: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Florida : FORT LAUDERDALE Branch