RHINEBECK, N.Y. – In an announcement made late last week, John G. Ullman & Associates, Inc. (JGUA) President & Chief Operating Officer Jason Nickerson, CFP®, EA, tabbed Andrew Baron, CFP®, EA as the next lead advisor of the JGUA Rhinebeck location.
Baron, a member of the JGUA Advisor team since 2017, is slated to begin his transition to the Rhinebeck branch this January. He will join an office that already includes Associate Advisor Derek Doyle and Financial Paraplanner Peta Bartles.
“We could not be more thrilled and confident to name Andrew Baron the next lead advisor of our Rhinebeck Branch Office,” said Nickerson. “Andrew’s six years with JGUA and previous experience in the areas of investments and insurance will be valuable as we look to maintain a high level of client service and significantly grow our presence in the area.”
After graduating from the University of Rochester in 2012, Baron entered the field of personal wealth management. He previously worked at brokerage firms serving a wide array of clients of differing backgrounds and provided guidance on retirement, investments and insurance. He attained his Certified Financial Planner™ designation in 2017 and his Enrolled Agent Credential through the IRS in 2020.
In addition to coordinating investments with tax optimization, Baron is always looking for new ways to assist his clients in establishing a strong financial foundation. He achieves this through objective guidance and hands-on implementation with other professionals to ensure the client’s best interest is always a premier focus.
Along with his duties in servicing clients as an advisor, he is also the host of the weekly “Well… It Depends!” Podcast, a series dedicated to covering financial questions that can’t be answered with a simple yes or no. The podcast has grown in popularity and boasts a library of nearly 100 episodes.
“I want to thank the firm for their confidence in me to take this next step in my career,” said Baron. “Rhinebeck is such a key part of the history and future of John G. Ullman & Associates, I can’t wait to join and serve such a welcoming community.”
About John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc., was founded in Corning, N.Y. in 1978. The firm is a Registered Investment Advisor (RIA) registered federally with the Securities & Exchange Commission*. As an independent, fee-based investment management firm JGUA provides comprehensive wealth management strategies and services to their clients. The firm manages over $1 billion in client assets, with a staff of more than 75 employees over four locations, including Horseheads, N.Y., Rhinebeck, N.Y., Charlotte, N.C. and Corning.
If you are interested in learning more about how JGUA could help you, visit our website HERE, or call 1 (800) 936-3785. You can follow us on, LinkedIn, Twitter, Facebook, Instagram, YouTube and The JGUA Blog.
*Registration does not imply a certain level of skill or training
