Westerly Financial Partners

Advisors

Andrea Singleton

Andrea Singleton

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Andrea Singleton's website
Stanley Tse

Stanley Tse

Financial Advisor

Visit Stanley Tse's website
David Levine

David Levine

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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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