Andrea Charles

Sr. Operations Specialist
Experience: 17 years
Email: andrea.charles@insightwp.com
Phone: 972.543.4800
Fax: 972.543.4801

About Andrea

Andrea has 15 years experience in client support in the mortgage and financial industries. Her extensive knowledge of operations at Insight Wealth Partners allows her to personalize each of the advisor’s meetings to meet the individual needs of the client. She provides personal follow through to ensure all action items reach fruition. She also supports the advisors with research and special projects, provides critical support to IWP’s comprehensive wealth management service process and offers a high level of client service.

Andrea and her husband, John, are members of St. Thomas Aquinas Catholic Church in Dallas, where she is an active member of Bible Studies. She has served as an Accounting Chair for the Plano Relay for Life for the American Cancer Society and participates in other benevolence ministries.

In addition to working full time for IWP, Andrea volunteers regularly for New Beginnings Cat Rescue in Garland. She also enjoys reading, cross-stitching, baking, and cuddling with her adorable cat Cullen and dogs Gandalf, The Precious and Frodo.

 

WE'RE HERE TO HELP

Don't know where to start? Want more information?

Click below and a member of our team will contact you as soon as possible. 

Insight Wealth Partners

3333 Premier Drive, Suite 800
Plano, Texas 75023

For more information, please call
972.543.4800 or email info@insightwp.com

Insight Wealth Partners, LLC is an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Insight Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. No advice may be rendered by Insight Wealth Partners, LLC unless a client service agreement is in place. Investing involves risks, including the possibility of principal loss. The use of a Financial Advisor does not eliminate risks associated with investing. Consider the investment objectives, risks, charges, and expenses carefully before investing.

Privacy Policy   |   Disclosure Statement   |   Form CRS - May 2020  | ©2012-2020 Insight Wealth Partners LLC. All rights reserved.