My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
- Guardian Ad Litern
11th Judicial Circuit
- K.A.P.O.W. (Kids and the Power of Work)
- Kidside, Miami, Fl.
- Habitat for Humanity, Miami, Fl.
- Asset Management
- Estate Planning Strategies
- Wealth Management
- Corporate Pension Funds
- Fixed Income
- Qualified Plans
- 529 Plans
- Taft-Hartley Plans
- Municipal Bonds
- Long Term Care Insurance
- Cash Management
- Professional Portfolio Management
- Education Planning
- Structured Products
- Corporate Retirement Plans
- 401(k) Rollovers
- Certificates of Deposit
- Bachelor of Education
University of Miami
Coral Gables, FL
- Series 3 - National Commodity Futures
- Series 7 - General Securities Representative
- Series 65 - Investment Advisory Agent
- Financial Planning Specialist Designation
- Guided Portfolio Management Certification
- Investment Management Specialist Designation
- ETF Certification
- Life, Variable Annuity & Long-Term Care Insurance Licensed
- Present: Morgan Stanley*
Investment Management Specialist
Portfolio Manager / Financial Advisor
First Vice President
Financial Planning Specialist
- 1984: Braman Enterprises
- 1978: Virginia Beach School Board
Teacher - Multiple Handicapped Deaf Children
Virginia Beach, VA
- 1977: Dade County School Board
Teacher - Trainable Mentally Retarded Children
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
Andrea Steinacker holds the following registrations:
Securities Agent: CA, CO, FL, GA, MD, MN, MO, NC, NJ, NY, OR, PA, SC, TN, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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