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Andrew Beil, CFP®

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Andrew Beil, CFP®

Director of Financial Planning

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Andrew Beil joined Prime Capital Investment Advisors as Director of Financial Planning in February of 2020. As Director of Financial Planning, Andrew is an integral part of Prime Capital Wealth Management's financial planning initiatives. His primary responsibilities as the central resource for the firm's financial planning strategies include incorporating all aspects of the financial planning process to provide client-centric financial solutions and recommendations.

Prior to joining PCIA, Andrew began his career in the industry in 2014 at American Century Investments. He was able to gain a heavy background in high net worth investing, wealth management, and corporate retirement plan management.

Andrew obtained his Bachelor of Business Administration with an emphasis in finance from the University of Missouri - Columbia and is a CERTIFIED FINANCIAL PLANNER™. Andrew is originally from Overland Park, KS and now lives in North Kansas City, MO. In his free time, he loves playing golf, barbecuing, listening to jazz, and spending time with his wife, daughter, and dog.

 

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Andrew Beil, CFP®

Andrew Beil, CFP®

Director of Financial Planning

LinkedIn

 

Andrew Beil joined Prime Capital Investment Advisors as Director of Financial Planning in February of 2020. As Director of Financial Planning, Andrew is an integral part of Prime Capital Wealth Management's financial planning initiatives. His primary responsibilities as the central resource for the firm's financial planning strategies include incorporating all aspects of the financial planning process to provide client-centric financial solutions and recommendations.

Prior to joining PCIA, Andrew began his career in the industry in 2014 at American Century Investments. He was able to gain a heavy background in high net worth investing, wealth management, and corporate retirement plan management.

Andrew obtained his Bachelor of Business Administration with an emphasis in finance from the University of Missouri - Columbia and is a CERTIFIED FINANCIAL PLANNER™. Andrew is originally from Overland Park, KS and now lives in North Kansas City, MO. In his free time, he loves playing golf, barbecuing, listening to jazz, and spending time with his wife, daughter, and dog.

 

Articles by Andrew Return to Team Page

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