Andrew Pelletier

    Focus: Insurance Strategies, Investment Strategies, Business Owners, Charitable Giving, Business Succession Planning, Risk Management Strategies

    Languages: English, French

    Andrew has been an investment professional for Barnum since 2011. His career began with MetLife as a junior fi nancial planner at the Warwick, RI offi ce. Over the course of his career, Andrew has helped redefi ne his position within the fi rm and is now directly responsible for advising clients in manners of investment policy and asset allocation, as well as implementing new technology and business strategies for the team. Andrew has developed new infrastructure for the team, and maintains an online and social media presence for the team in today’s business world. He also understands that there is a need to have transparency and works dutifully to heighten and strengthen client relations. Series 7, 63, 65.

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    Barnum - Rhode Island

    Satellite Office

    200 Crossings Blvd. Ste 200
    Warwick, RI 02886

    CRN202104-245561