Andrew Parsons, CFP®
Wealth Manager
Office: New Hope, PA
Team: Wealth Management
Education & Certificates
B.S., Rutgers University
CERTIFIED FINANCIAL PLANNER®
Professional Background
After graduating from Rutgers University Business School NB, I joined the family business formerly known as Parsons Capital Management for five years before our team joined CW Advisors. During those first 5 years, I acquired the Series 65, the CFP® designation, and worked closely with my father in building financial plans, trading, and providing updates or solutions to clients with broad financial planning questions.
Personal Interests
When I'm out of the office, I spend the majority of my time outdoors, usually hiking or traveling when I have the opportunity.