Andrea Zenisek

Andrea Zenisek

Director of Asset Movement & Client Services

Andrea is our Director of Client Services and joined our team in early 2023. She has over 14 years’ experience in the financial services industry and has worked in both the brokerage and institutional areas of finance. Andrea holds her Series 6, 63 and SIE securities registrations.

Andrea strives for excellence in serving our clients and is passionate about providing the highest level of support to each of the individuals and families that we work with. She assists our clients with account related service requests as well as day to day operational and administrative matters.

Originally from Milwaukee, Wisconsin, Andrea moved to Charleston in late 2015. She was drawn to the city’s beauty, warm weather and beaches. When not in the office, you will find her spending time outdoors and at the beach with her two daughters. Andrea also enjoys traveling, running, being active in fitness and participating in Functional Fitness and Spartan racing events.