Conte Wealth Advisors (CWA) recently announced that Andrew Wallace has joined the York team as a financial advisor. In this role, Wallace will create and monitor financial plans, gather information and help clients achieve their financial goals. He joins experienced financial advisors at CWA - Brian Lauer and Patrick Barry.

Wallace first joined the CWA team as a financial advisor intern in 2020, where he reported directly to Barry and learned the advising industry. Wallace's job duties will focus on services such as comprehensive financial planning, retirement planning, insurance protection and wealth management to clients in York and central Maryland.

Wallace graduated in 2021 from Indiana University of Pennsylvania (IUP), where he earned a bachelor's degree in finance. During his time at IUP, Wallace was a member of the Kappa Sigma Fraternity, where he served as treasurer. He was also a member of the Student Finance Association and the Student Managed Investment Portfolio throughout his tenure at IUP. Wallace holds the FINRA SIE, Series 7, 66, Maryland and Pennsylvania Life/Health License.

Founded in 2006, Conte Wealth Advisors LLC is a full-service, independent financial services firm that provides innovative, comprehensive planning, wealth management and retirement planning services. CWA has offices located in Camp Hill, York and Fort Myers. To learn more, call 717-975-8800, visit http://www.ConteWealth.com or connect with the firm on Facebook and LinkedIn.