Assistant Vice President |Portfolio Manager | Scottsdale
Andrew Roodveldt is responsible for the day to day oversight and management of the investment portfolio of the Scottsdale office and handles the service needs of Investment Management clients.
Prior to joining First Western Trust, Andrew worked with Morgan Stanley-Smith Barney and Charles Schwab, helping clients with their wealth management needs as a financial advisor. He assisted clients with holistic financial planning, including education planning, retirement planning, and portfolio management, as well as discussing market conditions and differences between investment accounts. He also helped clients discuss traditional banking needs, such as checking/saving accounts, mortgages/lines of credit, and credit cards.
Email Andrew at Andrew.Roodveldt@myfw.com
Getting to Know Andrew
What is your idea of perfect happiness?
A San Francisco Giants spring training game during the best time of year in Arizona.
What do you like most about your job?
I truly appreciate the opportunity entrusted in me to help clients with their investment needs to ensure their goals and dreams are possible.
Anything else you'd like to share?
Nothing has brought more wealth to more people in the history of the world than the American stock market. I’m honored to be involved with it and hope to continue to contribute to a system that allows the best ideas to win.
- Bachelor of Arts from University of Arizona in Economics & Political Science
- Former NASD Series, 6,7, 63 & 66 license holder, Long Term Care Certification, California Life and Health Insurance License