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Andrew W
CFP®, Series 63
Sevierville, TN
Silver Oak Securities, Inc.
Andrew Wallace is a CFP®-designated financial advisor with 25 years of industry experience. He is affiliated with Silver Oak Securities, Inc. and has held roles at related firms including Comprehensive Financial Strategies, LLC and Cosey Financial Services, Inc. Outside of advisory work, he is involved part-time in life, long-term care, disability, and fixed insurance sales. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and other entities through a network of over 100 professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary, customized investment management tailored to client objectives and risk tolerances.
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