Private Wealth Advisor
Phone: (504) 321-6457
Andrea Romero is a licensed financial advisor in New Orleans, where she partners with clients to help plan for their biggest financial goals using a comprehensive approach and time-tested methods of personalized wealth- building. Andrea holds her FINRA series 7* and 66* licenses along with her life and health insurance license. She focuses on helping clients develop plans for retirement income, avoid risks through insurance protection, and finance education for their children and grandchildren. 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 Andrea 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, where she managed grant programs in support of wildlife habitat conservation and NGO partners across the Mesoamerica and Caribbean region.
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 Board Member of the PFLAG New Orleans Chapter, chair of the PFLAG New Orleans Scholarship Committee, and 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 she can 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 manage the worry from their investing so they can enjoy life and invest in their other values. Whether for individuals or nonprofit institutions, money is security, and I work hard to help families and clients feel confident in their goals. What is most important for them is what drives me, and what is best for them is what guides our planning and choices.
*Series 7 held through LPL Financial. Series 66 held through LPL and Faubourg Private Wealth