Whitaker-Myers Wealth Managers
Andrew Young is a seasoned financial planner with extensive experience in financial analysis and reporting across several prominent financial institutions. Currently serving as a Financial Planner at Whitaker-Myers Wealth Managers since December 2019, Andrew previously held various financial roles at JPMorgan Chase & Co., including Senior Financial Associate and Senior Associate in Student Loan Risk Management, where responsibilities involved analysis of merchant services and student loan portfolios. Andrew's career also includes a significant position as a Senior Financial Analyst at Huntington National Bank, focusing on Comprehensive Capital Analysis and Review. An educational background in Economics and Management from Wittenberg University complements Andrew's expertise in financial operations, capital planning, and reporting, demonstrating a strong commitment to financial strategy and stakeholder engagement throughout diverse roles in the financial sector.
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Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers is a registered investment advisory firm based in Ohio but with a national reach. We are Dave Ramsey’s Smartvestor Pro’s, which means our advisors have the heart of a teacher and a passion for helping you. Offering a wide range of investment services and alternatives, Whitaker-Myers Wealth Managers are committed to helping you achieve your financial goals. Specializing in a planning based approach to your money, we work with clients to design investment portfolios to help meet their individual needs. Whether you need access to our full suite of financial planning ideas or need to start funding your first IRA, we will put you - and your needs - first!