Jonathan Andre, CFP®, has extensive experience in wealth management, beginning as a Wealth Advisor and Portfolio Manager at Total Wealth Planning, LLC from May 2002 to November 2025, where comprehensive financial planning and personal decision-making support were key focuses. Currently, Jonathan serves as a Partner and Wealth Advisor at Carson Wealth, which provides investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Jonathan holds a Bachelor of Science in Business Administration with a specialization in Finance from Xavier University (2000-2004) and an Executive Certificate in Financial Planning from Xavier University (2006-2007).
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