Andrew Dwelley

Andrew Dwelley, CFP®, CKA®

Private Wealth Advisor
Charlotte, NC
A Message from Andrew
andrew.dwelley@bluetrust.com
704.409.1915

Andrew Dwelley is a private wealth advisor for the Private Wealth division of 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 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.

Testimonials

 
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“Andrew is excellent at keeping in touch and no question is too small. We are not the most savvy when it comes to investing but we feel that we are in competent hands with Andrew in a company that is God honoring and very reliable. We thank God that we were led to this company!”

Marc and Cassandra R.Miami, FL

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“I knew right from the start that Andrew was God's answer to my prayer for wise financial counsel. I worked most of my life in Christian education, the last 15 years of which have been on the mission field, and it was a great encouragement and confirmation to me that Andrew knew exactly what I was going through. He was patient with explanations, regularly checking on me, and timely and thoughtful in responding to my emails. And when Andrew finishes our sessions by praying for me, it's a sweet reminder that Blue Trust was indeed God's provision.”

Scott B.Mint Hill, NC

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“Our church foundation was led to invest our assets with Blue Trust almost two years ago in 2021.  Our advisor guided us through some very turbulent economic times last year.  We are so thankful and appreciative for his management of what the Lord has generously given to our foundation.  We look forward to a long relationship with Blue Trust.”

David HeathTreasurer, Global Missions Foundation, Inc.

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by 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. CFP Board 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.
**All financials are as of 6/30/24 and subject to change.
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