We are excited to announce our newest member of the Innovative team, Andrew May. Andrew joins the firm as a Financial Services Associate. In this role, Andrew will work with the Retirement Consulting Division and be responsible for servicing the firm’s qualified plan clients. His duties will also include participant servicing and education as we continue to expand our financial wellness offerings.
“We are very excited to welcome Andrew to our team,” remarked Mark Sulpizio, Partner. “His experience with qualified plans and working with plan participants will be a valuable resource for our clients and their participants.” Andrew will allow us to enhance our client services and participant education as the firm continues to expand. “
Prior to accepting this position, Andrew worked as a Financial Advisor at an investment firm where he worked with clients to develop financial plans with an emphasis on retirement recommendations. Andrew received his B.S in Applied Economic Management from Virginia Polytechnic Institute and State University, where he completed the required coursework to sit for his CFP exam in July of 2019. Andrew currently holds his series 7 and 66 securities licenses as well as his New Jersey Life and Health Insurance licenses.
Please join us in welcoming Andrew to our growing team!
