Andrew L. Bolling

Financial Advisor, RJFS
Vice President, Towne Investment Group

Phone: 757-638-6857
Email: drew.bolling@raymondjames.com
5806 Harbour View Blvd., Suite 202
Suffolk, VA 23435

Drew focuses on his clients, helping them plan for their financial goals by matching their risk tolerances and objectives with suitable investments. He provides financial advice and recommendations on insurance and securities investments, 401(k)s, retirement plans and rollovers, and college 529 savings plans, while also providing wealth management, financial planning and in-depth portfolio analysis on accounts.


Experience and Professional Licenses

Towne Investment Group, Raymond James Financial Services, Inc.Since 2004
Scott & Stringfellow, Inc. 2001 – 2004
First Union National Bank 1998 – 2001

Series 6: Investment Company Products/Variable Contracts Limited Representative
Series 7:
General Securities Representative
Series 63: Uniform Securities Agent
Series 66:
Uniform Combined State Law Examination
Life and Health Insurance

Honors

Raymond James James Executive Council* 2008, 2012 - Present

Vann H Lefcoe Leadership Development Alumni

 

Education

School Name: University of Virginia
Degree: Bachelor of Arts, Economics

Organizations and Affiliations

Western Branch Athletic Club, Coach
YMCA Youth Basketball,
Coach
Zeta Psi Fraternity, Past President

The above organizations/charitable causes are not affiliated with Raymond James.

*Membership is based on prior fiscal year production. Requalification is required annually.