Tonya Andrews To Serve As Portfolio Administrator
River Wealth Advisors announced that Tonya Andrews has joined the firm as Portfolio Administrator. In her new role with the financial advisory, Ms. Andrews will collaborate with the firm’s investment advisors to develop financial plans for clients, maintain client portfolios and place trades. Ms. Andrews comes to the firm with extensive financial experience and holds Series 7 & 66 licenses. She is a graduate of Allegheny College and is a certified paralegal and licensed notary.
“Tonya’s career includes extensive financial industry experience, coupled with a strong client service background. That combination is an exact fit for River Wealth Advisors client-focused approach,” said Robert Caplan, CEO of River Wealth Advisors. “Having Tonya on staff will help us continue to exceed our clients’ expectations.”
River Wealth Advisors is an independent, fee-only, SEC-registered investment advisor, offering wealth management and retirement planning for individuals, business retirement plans, along with investment management for trusts and estates. The firm harnesses the skills of highly accredited and experienced professionals to assist clients in protecting and growing their assets. River Wealth Advisors Enriching Investors With Insights, Guidance and Knowledge.