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Andrew Dickens

Director of Pension Services, ERISA Consultant, Investment Advisor & Wealth Advisor

Summit Wealth Partners LLC

United States, Florida, Orlando

About Me

Andrew started his financial services career in 2008 with a small firm in Maitland, FL. From there, he received his Series 6 and state insurance licenses before migrating to a much larger firm also located in Maitland. By 2009 Andrew was firmly established at the larger firm and later went on to earn his Series 7 and Series 66. Andrew built a practice around a core of investment clients, and he specialized in comprehensive medical care planning. This firm was one of the largest providers of long-term care insurance and 401(k) contracts in the country. Andrew began to focus his education and technical skills on the corporate retirement plan market. By the end of 2013, Andrew had decided th

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Profile Information

Director of Pension Services, ERISA Consultant, Investment Advisor & Wealth Advisor

Summit Wealth Partners LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Orlando

Florida

United States

Jan 10, 2025

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