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.
Andrew Dahl
Investment Counselor at Fisher Investments
Tampa, Florida, United States
Overview
Topics They Care 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.
Investment Counseling
As an Investment Counselor holding Series 7 and Series 63 certifications, this is central to his current professional responsibilities.
Media Appearances
Andrew has no verified media appearances
Work History
4-2020
Investment Counselor at Fisher Investments
1-2018 - 4-2020
Wealth Management Relationship Consultant at TIAA
8-2015 - 2-2018
Money Movement Specialist at TIAA
1-2014 - 8-2015
Retirement Educator at Wells Fargo Advisors
3-2013 - 1-2014
Mortgage Loan Officer at Wells Fargo Home Mortgage
Education
2019 - 2021
Master of Business Administration - MBA from University of North Carolina at Pembroke
2008 - 2012
Bachelor of Business Administration - BBA from Kent State University
More Information
Social Presence :
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Exp : 12
Location : Tampa, Florida, United States
Job Level : N/A
Designation : Investment Counselor at Fisher Investments
