As Administrative Assistant to Cathy Bearce, Andrea Morrow manages all aspects of the practice. This includes reviewing the new business workflow, working with underwriting, maintaining client records, implementation of compliance procedures, managing the movement and tracking of assets and providing ongoing client service and support. Andrea understands the industry and day-to-day operations, and is dedicated to providing the best client service experience possible.
Andrea has 20 years of experience in the banking and financial industry. Prior to joining Cathy’s team, she served as an executive and sales assistant to a group of independent financial advisors at Capitol Financial Solutions. She also worked as a sales assistant for advisors in the banking industry at BB&T Scott and Stringfellow. In both roles, she served as a liaison in customer service and processed new business for life and investment accounts.
Andrea is a native of Texas. She and her husband have been in the Carolinas for 20 years and have two sons. She enjoys spending time in the outdoors, traveling to new places, and attending her boys’ sporting events.