Andrew Dwelley, CFP®, CKA®
Private Wealth Advisor
Charlotte, NC
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Services Offered
Andrew Dwelley is a private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Charlotte, North Carolina.
As an experienced wealth advisor to individuals, families, and businesses, Andrew uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Andrew and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to joining Ronald Blue Trust, Andrew worked as assistant director of admissions verification at Liberty University. He was responsible for overseeing admission decisions to Liberty University Online.
Andrew graduated from Liberty University with a BS in business administration with a focus on financial planning. He is a CERTIFIED FINANCIAL PLANNERTM certificant and Certified Kingdom Advisor® (CKA®).
Active in his local church and community, Andrew serves as the treasurer on the board of Mission1128. This organization focuses on crisis and debriefing counseling for missionaries and pastors.
Andrew and his wife, Emily, have two children and live in Charlotte, NC. In his spare time, Andrew enjoys reading and researching investment ideas, running, and playing disc golf.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.