Andrea Fiorentino began her career with Morgia Wealth Management in 2002 at Morgan Stanley Smith Barney. Her years of experience with the team has allowed her to develop strong relationships with many of our multigenerational, institutional and retirement plan clients.
Andrea’s comprehensive industry knowledge has enabled her to provide assistance to many of our clients with complex issues and helps them simplify all aspects of their financial lives. Her daily responsibilities include, meeting with clients to establish trust accounts, distribute estates, open accounts, transfer accounts, process retirement distributions and handle all client inquiries and requests.
Mrs. Fiorentino is active in the local Parent Teacher Organization. She has her A.S. from SUNY Morrisville and holds Series 7 & 66 licenses.