Portfolio Management Partner | Shores Edge Financial
Andy Bell serves as the owner of Shores Edge Financial LLC, a firm that specializes in partnering with financial advisors to deliver top-tier portfolio management services. His leadership and expertise have played a pivotal role in helping clients achieve their financial goals. Prior to this role, Andy served as a Portfolio Manager at AdvisorNet Portfolio Partner, where he honed his skills in investment analysis and strategy.
Andy holds a Bachelor of Science degree in Finance, providing him with a strong foundation in the principles of finance and investment. He has also earned designations such as Chartered Market Technician (CMT) and Certified Investment Management Analyst (CIMA), showcasing his commitment to staying at the forefront of industry knowledge and best practices.
Beyond his professional achievements, Andy values his family life dearly. He is happily married to Jenny and is the proud father of twin daughters, Lydia, and Tori . In his free time, Andy enjoys various activities that challenge his strategic thinking and competitive spirit. Golf, pickleball, and board games are just a few of his favorite pastimes. His passion for games with an element of competition and strategy reflects his dedication to approaching both work and play with a winning mindset.
Andy Bell's career and personal interests reflect his commitment to excellence, strategic thinking, and his ability to balance a successful career with a fulfilling family life. Whitney Wealth Group is honored to partner with him to serve clients with excellence and care!