Andy Kane
Chief Executive Officer at Blue Chip Wealth Management, Inc.
Profile
Mr. Andrew Kane is a President & Senior Wealth Management at Blue Chip Wealth Management, Inc. He specializes in Wealth Management and Financial Planning, and has spent over 26 years in the Financial Services Industry managing portfolios of high net worth private clients, professional athletes, small corporations, pension plans for growth and tax efficiency, as well as Latin American and Caribbean clients.
Mr. Kane wealth of experience in the financial services industry spans from Merrill Lynch, Smith Barney, Wells Fargo, and Morgan Stanley, where he was selected to the Presidents and Directors Club repeatedly.
He attended University of Miami and is a graduate of the University of Florida with a degree in Marketing and Finance.
He has attained professional certifications (Series 7, 63, 65 and 31) along with his life and health insurance and variable annuity licenses.
Andy Kane active positions
Companies | Position | Start |
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Blue Chip Wealth Management, Inc.
Blue Chip Wealth Management, Inc. Investment ManagersFinance Blue Chip Wealth Management, Inc. (BCWM) is an independent financial planning and wealth management firm headquartered in Miami Beach, Florida. Founded in 2015, BCWM provides comprehensive financial planning and wealth management to affluent and high net worth individuals and entrepreneurs, tailored to their individual financial goals. | Chief Executive Officer | 2015-08-31 |
Training of Andy Kane
University of Florida | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Blue Chip Wealth Management, Inc.
Blue Chip Wealth Management, Inc. Investment ManagersFinance Blue Chip Wealth Management, Inc. (BCWM) is an independent financial planning and wealth management firm headquartered in Miami Beach, Florida. Founded in 2015, BCWM provides comprehensive financial planning and wealth management to affluent and high net worth individuals and entrepreneurs, tailored to their individual financial goals. | Finance |
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