Westerly Financial Partners

Advisors

Andrea Singleton

Andrea Singleton

Private Wealth Advisor

Visit Andrea Singleton's website
Stanley Tse

Stanley Tse

Financial Advisor

Visit Stanley Tse's website
David Levine

David Levine

Financial Advisor

Visit David Levine's website

Team

Tyler Tse

Tyler Tse

Operations Manager,

Financial Planning Specialist

Roles & Responsibilities

  • Tyler manages our office, including scheduling meetings for Andrea, Stan and Dave. He also oversees the financial planning process.
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Autumn Atchley

Autumn Atchley

Paraplanner,

Operations Specialist

Qualifications

  • • Series 7 – General Securities Representative
  • • Series – 63 Uniform Securities Agent
  • • Series – 65 Uniform Investment Advisor Law Examination
  • • Life and Health Insurance for the state of Washington
  • • Education: BA in Humanities from the University of Hawaii

Roles & Responsibilities

  • • Account and trade information
  • • Money movement
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