Andrew Klein

Managing Partner

Andy is a highly experienced wealth manager and financial planning specialist who helps clients map out a workable plan designed to meet their needs and objectives, both on a short-term basis and in the long term, into and through retirement. In addition to financial planning, his areas of expertise include trust services, fixed income investments and investment management.

Before establishing Paramount Associates and partnering with Raymond James, Andy was a Financial Advisor at Waddell & Reed. Earlier in his career, he held the positions of First Vice President, Wealth Management, Financial Planning Specialist and Financial Advisor at Smith Barney; Assistant Vice President, Institutional Fixed Income Sales, and Second Vice President, Convertible Bond And High-Yield Bond Trading Desk at Drexel Burnham Lambert in New York City; and Assistant Treasurer and Assistant Branch Manager at United Counties Trust Company in Cranford, New Jersey. He earned a bachelor’s degree in economics and business management from North Carolina State University.

Originally from Little Silver, New Jersey, Andy lives in Denver. In his free time, he enjoys sailing, skiing, cooking and traveling. He is an active member of the Masons in Denver, and a past vice president of the Denver Active 20-30 Children’s Foundation.