Andrew Dahl
Investment Counselor at Fisher Investments
📍 Tampa, Florida, United States
Andrew Dahl is an experienced Investment Counselor with Fisher Investments Private Client Group, specializing in wealth management for a diverse clientele. With a background that includes roles at TIAA and Wells Fargo, he is skilled in retirement planning, investments, and banking. A graduate of Kent State University, he is currently enhancing his expertise by pursuing an MBA from the University of North Carolina at Pembroke.
Read the full overview →Experience
12 Years
Current Role
Investment Counselor
Location
Tampa, Florida, United States
Personality Overview
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Priorities
Topics Andrew cares about
Wealth Management
His career history, including a role as a Wealth Management Relationship Consultant at TIAA, demonstrates a deep focus on this area.
Retirement Planning
A core skill and a key part of his professional background, including experience as a Retirement Educator at Wells Fargo.
Career
Work history
4-2020
Investment Counselor
Fisher Investments
1-2018 - 4-2020
Wealth Management Relationship Consultant
TIAA
8-2015 - 2-2018
Money Movement Specialist
TIAA
1-2014 - 8-2015
Retirement Educator
Wells Fargo Advisors
3-2013 - 1-2014
Mortgage Loan Officer
Wells Fargo Home Mortgage
In the press
Media appearances
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Education
2019 - 2021
Master of Business Administration - MBA
University of North Carolina at Pembroke
2008 - 2012
Bachelor of Business Administration - BBA
Kent State University
Social presence
Other Fisher Investments Employees
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