Andrew T. Bearre is the Director of Schwartz & Co.’s Executive Wealth Management Team within the Institutional Services Group. Andrew is a Registered Representative and a Registered Financial Consultant. He has over twenty years of experience specializing in researching, implementing, monitoring and advising individual investors and small business owners in creating a financial plan, with emphasis in retirement and college planning.
He began his investment career in 1993 at OLDE Financial Corporation, working as a stockbroker before being promoted to a management role as an Assistant Vice President in OLDE’s National Headquarters. Mr. Bearre has six securities licenses and three insurance licenses. In addition to being a Registered Representative, he also has the General Securities Principal, Registered Options Principal, Investment Adviser Representative and Branch Office Manager securities licenses. He is also licensed for life, health and variable annuities.
Mr. Bearre has completed the Kaplan College Certificate for Financial Planning, which earned him the Registered Financial Consultant designation. He graduated with Honors from Walsh College of Business & Accountancy, where he earned a Masters of Science in Finance. Mr. Bearre earned his Bachelor of Arts from Michigan State University in Public Administration. He grew up in Metro Detroit and graduated from Berkley High School in Berkley, Michigan.