Andrew Llewellyn

Andrew Llewellyn joined Resource Consulting Group in January 2026 as a paraplanner, bringing a strong background in client service and financial planning support. Prior to joining RCG, Andrew worked at Bernstein Private Wealth as an associate, where he assisted advisors with client servicing, supported financial planning efforts, and served as a secondary point of contact for general client inquiries. He previously worked at M1 Finance from 2021 to 2024, gaining experience in investment platforms and account operations.

Andrew earned a bachelor’s degree in marketing from the University of Florida and has obtained his Series 7, 63, and 65 licenses.

Born and raised in Safety Harbor, Florida, near Clearwater, Andrew enjoys golfing, trying new restaurants, weekend trips, and spending time with family outside of work.

Personal Thoughts

My interest in personal finance began early in life as I watched my dad track investments and manage our family budget from his home office. What started as simple curiosity gradually became a meaningful foundation for my career path. He was my first example of how thoughtful financial decisions can positively shape a family’s future.

That perspective deepened when my parents began planning for retirement. Seeing the clarity and confidence they gained from working with their financial advisor was eye-opening and reinforced that good financial guidance goes beyond numbers. It creates clarity and comfort for the people you care about most.

Growing up as an only child, I found a sense of family through a close-knit group of friends. Those relationships taught me the importance of a strong support system. In many ways, working in wealth management feels like a natural extension of that experience, where I can thrive by helping others make confident financial decisions and be a steady person they can count on.