Andrew Toccaceli

Andrew Toccaceli

RFC
WEALTH ADVISOR

1-866-417-4156

andrew@wasmithfinancial.com

Andrew is a Wealth Advisor at W.A. Smith Financial Group. He is also an Investment Advisor Representative and the Vice President of Great Lakes Retirement, Inc., an Ohio Registered Investment Advisor.

Andrew specializes in creating a customized plan for retirees and pre-retirees with a focus on retirement income planning, wealth management, wealth preservation and estate planning. As the Vice President of Great Lakes Retirement, Inc., Andrew also assists the Chief Strategist, Bill Smith, in reviewing all managed portfolios.

Andrew graduated from Miami University’s Farmer School of Business with a degree in Finance. He joined the team at W.A. Smith Financial Group in 2010. Andrew is a Registered Financial Consultant with the International Association of Registered Financial Consultants. He holds his Series 65, Ohio Life and Health Insurance License and Long Term Care certification.

Andrew keeps active at home with his wife, Jill, son, Connor, and their puppy, Brantley. Andrew is an avid Cleveland sports follower and enjoys watching and attending Browns, Indians and Cavs games throughout the year. In his spare time, he enjoys golfing, bowling, and spending time with his family and friends.

GETTING TO KNOW ANDREW

Favorite book: Moneyball

Favorite movie: Goodfellas or Major League

Favorite quote: “Never let the fear of striking out get in your way” – Babe Ruth

Best piece of financial advice you’ve ever received: Define Personal Success and then Achieve it. Always think like an entrepreneur.

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  • Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor.