Andrea Romero is a Private Wealth Advisor with Faubourg. She partners with clients to help plan for their major financial goals using a comprehensive approach and time-tested methods of personalized wealth-building. This includes helping clients develop plans for retirement income as well as providing guidance on how to mitigate risks with insurance protection. Andrea also enjoys working with the clients’ children and grandchildren to provide multigenerational financial education. She holds her FINRA Series 7* and 66* licenses, along with her life and health insurance licenses.
Prior to joining Faubourg, Andrea spent six years as a financial advisor with Edward Jones, where she established a new branch office. Before joining the financial services industry, she spent two decades in nonprofit grant-making and fundraising at several distinguished charitable organizations, including the American Red Cross, Tulane Law School, Georgetown University, the National Audubon Society, and the National Fish and Wildlife Foundation.
A tenth-generation Louisianan, Andrea grew up in Lafayette and earned a Bachelor of Arts from Georgetown University in Washington, DC. She dedicates much of her time to supporting local charitable causes, including serving as a Board Member of the PFLAG New Orleans Chapter and a member of the development committee for the Bricolage Community Association at Bricolage Academy Charter School. In her spare time, Andrea enjoys pilates, marches as a member of the NOLA Cherry Bombs, and spends as much time as possible with her two young daughters, Ella and Sadie, in their New Orleans home.
A word from Andrea:
“I believe everyone deserves sound, reliable advice to plan for their retirement income needs. I enjoy helping clients by making the complex easy to understand and managing their investments so they can enjoy life and prioritize their own interests. Whether for individuals or nonprofit institutions, money is security, and I work hard to help families and clients feel confident in their goals. Figuring out what’s most important for them is what drives me, and that’s what guides my planning and choices.”
*Series 7 held through LPL Financial. Series 66 held through LPL and Faubourg Private Wealth