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Our financial advice team

Andy Raub

Andy Raub

Financial Advisor

Managing Director
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 7 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving


I just finished writing a book and am an avid writer.

I really enjoy mentoring and coaching people into a retirement they can relax and enjoy.

I have two daughters and five amazing grandchildren.

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2013 - 2015


  • Series 6, 7, 31 & 63


  • MBA Finance & Investments North Texas State Univeristy 1973
  • BS Psychology North Texas State University 1969

Professional associations

  • North Texas State University Alumni

Previous experience

  • VSR Financial Services, INC., 1998-2011
  • Ascend Financial Services, INC., 1994-1998
  • MML Investors Services, INC., 1988-1994

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

Interfaith Housing Coalition, former Chairman of the Board

Highland Park Presbyterian Church, Elder & Deacon