Weinkle Batson 
Financial Consulting Group

CONNECT

Address:

35 W. Court St, Suite 100
Greenville, SC 29601

Phone:

Asheville (828) 255-4925,Greenville (864) 370-5335

Andrew A Weinkle, CIMA®

Andrew A Weinkle, CIMA®

Vice President-Investments

Andrew is Vice President – Investments and Fundamental Choice Portfolio Manager. In 2013, Andrew earned the prestigious Certified Investment Management Analyst designation at the University of Pennsylvania’s Wharton School of Business. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. Andrew is also a member of the Investment Management Consultants Association. He began his career in financial management in 2004 working at Zurich, a global commercial insurance carrier where he launched a local office in Denver, Colorado. Later, he joined Morgan Stanley Wealth Management in Denver and relocated to Greenville in 2010.

Andrew graduated from the Walker School of Business at Appalachian State University where he obtained bachelor’s degrees in finance and banking, as well as risk management and insurance.

Outside of the office, Andrew enjoys playing tennis and spending time outdoors with his wife Jennifer and two daughters, Charlotte and Lydia, and is an active member of Mitchell Road Presbyterian Church.

 

*The Fundamental Choice program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

 

Phone 864-370-5334
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals