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Our financial advice team


Andrew Petty, Private Wealth Advisor serving the Orlando, FL area - Ameriprise Advisors

Andrew Petty

CRPC, APMA, CLTC®

Private Wealth Advisor

Nona Wealth Advisors
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care

Education

  • University of Central Florida, 2001, BA in Business

Awards & recognition

  • Nona Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Nona Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2023
  • Ameriprise Circle of Success, 2003 - 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023
  • Five Star Wealth Manager, 2013 - 2016

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Member of the Porsche Club of America (Florida Citrus Region)

Founding Member of the East Side Cycle Club

Former Chairman of the Board for Avalon Park YMCA

Member and Eucharistic Minister at St. Stephen Catholic Church

Interests

During my spare time, I love spending time traveling with my wife, Mayra, and our 3 children, Maddox, Tyce and Presley. Philanthropic work as a family is at the forefront of our core values. I also enjoy working out and playing golf with my friends. My children are involved in wrestling, rowing, dance and piano - my wife and I enjoy attending all of their sporting events and supporting their passions. I like high performance driver's ed events and I love all things old and new about Porsche. Over the Summer and Christmas breaks, my family and I have hosted a teenage girl from Ukraine, named Dasha. She is truly a beautiful and sweet soul!