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Andrew G

Series 63, Series 66, Series 65

Starkville, MS

Savvy

Andrew George Sr. is a financial advisor at Savvy with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Cetera and Regions Bank. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based long-term investment strategies alongside active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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