Andrew W. Jefferys, AIF®, CRPC®

OneDigital Retirement + Wealth, National Vice President, Wealth Management Solutions

About

Andrew and his team joined OneDigital in 2021 and currently serves as Senior Vice President, Financial Services. In this role, he spends a majority of his time helping his clients navigate their ever-changing financial plans. Additionally, Andrew works with OneDigital helping to expand the wealth management platform.

Andrew holds a bachelor’s degree in Finance from Miami University. Andrew is married and lives with his wife and three sons in Madison, NJ. He is an avid golfer and competes in a number of amateur tournaments throughout NJ.

Investment advice offered through OneDigital Investment Advisors, 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.

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About Basking Ridge, NJ Team

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180 Mount Airy Road suite 203, Basking Ridge, NJ 07920, USA | (908) 630-0200 | Get Directions | View Team Details