Andrea serves as Assistant Vice President, Relationship Management Associate at Heritage, where she assists clients in a variety of areas, including trusts, probate, estate planning and administration. She joined our team in July of 2020, bringing with her nine years of experience in the financial industry.
Prior to joining the Heritage team, Andrea worked for seven years at WatersEdge Advisors. Andrea is currently working toward the CTFA® (Certified Trust and Financial Advisor) certification.
In her spare time, Andrea enjoys spending time with her family, cooking, traveling and attending football games.
