Andrea Camoin CFP®, AIF
Director of Individual Wealth Planning & Chief Compliance Officer
Andrea began her career in 1992 along side her father Don, at Advest in Fall River, MA.
She has had various roles in the financial services sector including Registered Associate, Operations Manager, and Chief Compliance Officer before finding her niche as a Financial Planner.
Andrea holds a bachelor’s degree in economics, and has earned her Series 7, 63, 9, 10, 24 FINRA Licenses held through LPL Financial, and Series 65 License held through Smith Brothers Financial LLC, and has numerous designations including Certified Financial Planner®, Chartered Financial Consultant, Accredited Investment Fiduciary, Life, Accident & Health Licenses. Her key area of expertise is in comprehensive financial planning.
Andrea lives in Suffield, CT. She is married to Rob. Their blended family includes two daughters and three sons ranging in age from 25 to 4. Outside of the office, Andrea can be found skiing in the Adirondack's, competing in any number of local 5K road races or cheering on her high school son Harrison at the lacrosse field. She also loves travelling throughout the US and visiting family in Rhode Island.