Andrew Barnett
Relationship Manager
As a financial consultant, Andy brings a wealth of investment expertise to the business, as he has spent most of his career as a fixed-income portfolio manager and senior managing director in the insurance industry. Mr. Barnett is a Certified Financial Planner® professional and an active member of the Financial Planning Association (FPA).
He holds a Master of Business Administration degree with an emphasis in Finance and International Economics from Rutgers University and a Bachelor of Science degree in English Literature and Computer Science from Washington University.
Mr. Barnett has successfully managed over $2 billion of assets during his career, including many high-profile U.S. and international public and private pension plans. In addition, he has managed several highly rated mutual funds both onshore and abroad. He is also an accomplished public speaker and enjoys teaching financial strategies to clients and peers.
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12597 New Brittany Blvd, Fort Myers, FL 33907
239-288-0977
ADVISORY DISCLOSURE
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Waterstone Financial Advisory is an SEC registered investment adviser located in the State of Florida. Waterstone Financial Advisory only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Insurance products and services are offered and sold through Waterstone Financial and individually licensed and appointed insurance agents.
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