Financial & Investment Services
Andrew Champagne is a Financial Advisor and Financial Planning Specialist in Wyomissing, Pa. He is dedicated to serving his clients through continued education, experience, and professionalism. Andrew graduated from Pennsylvania State University in 2014 with a bachelor’s degree in Business with concentrations in Accounting, Financial Services, along with a minor in Entrepreneurship.
Andrew has over 9 years of financial service experience with Morgan Stanley and its predecessor firm. While still attending school, Andrew secured a position as an analyst for the Graystone Consulting Group in Wyomissing, Pa after his internship with the team. Graystone Consulting is Morgan Stanley’s Institutional Consulting business, delivering customized performance reports, performance attribution and manager style analyses. The last 2 years, Andrew was a Wealth Advisor Associate assisting Senior Financial Advisors and their clients with comprehensive financial plans.
Andrew is committed to applying his institutional investment experience and knowledge to providing an individualized boutique style service model for his clients. Leveraging the vast global resources of Morgan Stanley to meet his client’s ever-changing goals and needs.
When he is not serving his valued clients, Andrew enjoys spending time with his wife, Stephanie, together with family and friends. Some of Andrew’s favorite hobbies are golfing, fishing, kayaking, gardening.
Financial Planning Specialist - Morgan Stanley's Designation for Financial Advisors who have demonstrated knowledge across 13 areas of key financial planning considerations.