Andrea Owen-Boyd, MBA
Andrea Owen-Boyd has over twenty years of experience in the financial services industry. She completed her MBA in Personal Financial Planning from Molloy College which has further equipped her to offer sound financial guidance to her clients.
Her focus and passion have been on helping individuals, families, and small businesses to develop sound financial plans. Andrea’s passion has always been working with nurses. In working with her clients, Andrea offers them peace of mind in a changing world. She recommends solutions that help them to accomplish their financial goals. Andrea’s clients like to work with her because she is compassionate and looks at the whole financial picture.
In designing a suitable plan for her clients, Andrea uses tools that look at clients’ credit, risk, and cash management strategies. She then reviews their short-term, medium, and long-term goals and their plans for wealth transfer and preservation. A comprehensive financial analysis of their situation allows Andrea to make sound recommendations that use life insurance and investment products. She believes that financial guidance you can trust begins with a conversation.
Andrea resides in Long Island with her husband and younger son. She is an avid gardener, walks to keep fit, and is very involved in her church community at Grace United Methodist Church in Valley Stream and her High School Alumni Association.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.