Andrew Kobylski, CFP®, CIMA®
Andrew is an Associate Wealth Advisor with McGill Advisors and has been with the firm since 2020. Originally from the Northern Virginia area, he attended Virginia Tech and graduated Summa Cum Laude with a degree in Finance under the CFP® Certification Education Option. He obtained both his CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® designations in 2021.
Working closely with Small Business Owners, Dental Professionals, and Attorneys; Andrew aims to create financial plans that align with each client's values and goals. By focusing on comprehensive investment and wealth planning strategies, he puts the pieces of the financial puzzle together that allow clients to focus on what matters most to them.
Committed to being a lifelong learner, Andrew's research and articles on various wealth management topics have been featured in major media outlets such as Kiplinger.com, Ed Slott’s IRA Advisor Newsletter, and Yahoo Finance. He also is a frequent contributor to the Brightworth "Bright Ideas" Blog and an active member of the Charlotte Young Professionals Group.
Andrew now lives in Uptown where he enjoys reading, traveling, volunteering, and finding new restaurants to explore in and around the Charlotte Metro area!