Broker Check
Andrew J. Wilson

Andrew J. Wilson

Managing Partner

Andrew is a graduate of the University of Cincinnati where he holds a Bachelor of Arts degree from the McMicken College of Arts and Sciences. In addition, Andrew's professional designations are numerous. In 2008 Andrew received the CERTIFIED FINANCIAL PLANNER™ designation, CFP®. To hold the CFP® designation one must have passed the comprehensive CFP® Certification Examination, is held to rigorous ethical standards and has completed extensive training and experience requirements. In 2009 Andrew received the Chartered Financial Consultant designation ChFC®. Each ChFC® has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken 9 or more college level courses on all aspects of financial planning from The American College, a non-profit educator with the highest level of academic accreditation. In 2012 Andrew received the Chartered Life Underwriter designation CLU® (The CLU® is one of the highest level designations available in the life insurance industry)

Andrew spends the majority of his free time with friends and his wife Mary and two daughter's Lauren and Ellie. His wife Mary is an accomplished Chef, owning and operating her own catering company while his oldest daughter Lauren lives in Columbus, Ohio after graduating from The Ohio State University.  Andrew’s daughter Ellie will be entering her Junior year at Michigan State University where she is majoring in Supply Chain Management.

Andrew J. Wilson CFP®, is a Financial Advisor specializing in complex investment management and planning issues for wealthy families and individuals. Andrew is responsible for analyzing, identifying and monitoring potential risks and investment opportunities based on each individual or families goals and objectives. Prior to joining Millennium Wealth Management, Andrew spent nearly 21 years with Fidelity Investments, with the last ten as a Vice-President in Fidelity’s prestigious Private Client Group. In this role, he was responsible for implementing asset management techniques and uncovering financial planning opportunities for nearly 400 clients with high net worth.