Broker Check
Andrew S. Passmore, MS, CFP®

Andrew Passmore began his financial services career in 2004 by joining a regionally known comprehensive financial planning and wealth management practice located in Birmingham, Alabama.  While working for the firm, Andrew built extensive experience in creating tailored strategies to assist a client in accomplishing that client’s personal goals and objectives.  Andrew specifically worked with the firm's physician clientele. 

 

Andrew was pleased to join his father, in 2008, as a third generation financial services professional in Mobile, Alabama.  Andrew knows that the key to helping his clients is to gain a thorough understanding of his client’s current situation prior to determining a course of action.  Andrew’s goal is to create strategies that build upon each client’s strengths while shoring up their weaknesses. 

 

Andrew graduated Summa Cum Laude from the University of Alabama in 2003 with a Bachelor of Science degree in Marketing.  He then earned a Masters of Science degree in Human Environmental Sciences with a concentration in Family Financial Planning in 2004.  He earned the Certified Financial PlannerTM designation in 2007.   

 

  • Registrations: Series 7 (General Securities Representative), Series 6 (Investment Company / Variable Annuity Contracts), Series 66 (Investment Advisor Representative) & Series 63 (NASAA Uniform State Law Exam)
  • Investment Adviser Representative of Investment Advisors, a division of ProEquities, Inc
  • Estate Planning Council of Mobile - Member and Board Member
  • University of Alabama Million Dollar Band - Past Member and Section Leader
  • Eagle Scout - Boy Scouts of America
  • Mobile Azalea Trail, a project of the Mobile Jaycees - President

 

Andrew enjoys spending time with his family, camping, and watching Alabama football in his free time.

 

The Financial Professionals of Passmore Planning Professionals provide fee-based financial guidance and implement both fee-based and commission based financial products.