A Partnership of Service

Round Table Advisors

Raymond James

Tony M. D'Andrea, Jr., CFP®

First Vice President, Investments

As a Certified Financial Planner™ professional, Tony D'Andrea understands the importance of handling clients' financial affairs with integrity and reliability. Tony began his career as a CPA with an international public accounting firm where he worked with clients in a broad variety of industries. Prior to joining Raymond James, he was a founding partner of a national physician practice management firm, which surpassed $25 million in revenues in just five years when the company was sold. While Tony's background in accounting and finance led him to the financial services industry, the relationships he builds with clients are what make his career as a financial advisor fulfilling.

Throughout his 21-year career, Tony has assisted clients in financial management and strategic, tax, retirement and financial planning. He is currently a member of the President's Council at Raymond James & Associates, for which membership is extended to financial advisors who have shown ongoing commitment to serving their clients and a continued desire for professional growth.

Placing his clients' interests first, Tony helps them set realistic goals and expectations utilizing investment, tax, estate and financial strategies consistent with their needs. A financial advisor, Tony was drawn to Raymond James because of the firm's commitment to providing advisors with a full array of investment alternatives without requirements to promote certain investments. He feels the support he receives from the firm allows him to effectively assist his clients in creating comprehensive financial and retirement plans.

A long-time resident of Chattanooga, Tony is active in leadership positions for Big Brothers Big Sisters of Greater Chattanooga, the Hospice of Chattanooga and its supporting foundation, and the Chattanooga chapter of the Tennessee Society of CPAs. He is also a former trustee of the St. Nicholas School.

Articles

Article by Tony D'Andrea published in TN CPA Journal