Andrew Jefferys serves as National Vice President, Wealth Management Solutions. In this role, his focus is on establishing, leading, and advising on national priorities around our advisory platforms, retirement-to-wealth initiatives, and ongoing enhancement of both our client and adviser experience. He is responsible for championing a variety of national strategies to align and grow the vertical.
Prior to OneDigital, Andrew was part of the Goulding & McCarthy team for 15 years. He served as a senior wealth adviser and operational leader dedicated to improving the experiences of both clients and advisers.
Andrew and his team joined OneDigital in 2021. He holds a bachelor’s degree in Finance from Miami University. Andrew is married and lives with his wife and three sons in Madison, N.J. He is an avid golfer and competes in a number of amateur tournaments throughout New Jersey.
Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). Gouldin & McCarthy, LLC and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC.