Andrew Lavoie

Director Of Advanced Planning at I. M. Financial

Andrew Lavoie currently serves as the Director of Advanced Planning at I. M. Financial since August 2023 and is also a Financial Advisor with Northeast Financial Network, where Registered Representative and Financial Advisor duties for Park Avenue Securities LLC are performed. Previous experience includes a role as General Manager at AGW Group from April 2018 to June 2022, focusing on financial planning and analysis, operational strategy, and internal controls. Additionally, from July 2006 to March 2018, Andrew was involved in Institutional Equity Derivatives Sales at Tradition Securities, executing trades and enhancing client relationships in the financial sector. Andrew Lavoie holds a Bachelor of Arts in Economics, Policy Studies, and Management from Syracuse University, earned in 2006.

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Connecticut, United States

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I. M. Financial

Maximizing lifestyles and wealth by inspiring, educating, and guiding clients in custom financial strategies and designs.


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