Andrew Downey, CFP® Candidate

Associate Wealth Advisor

After almost six years of teaching high school mathematics, most recently in Prince William County, Andrew Downey decided to make the switch to the Wealth Management industry. As our Associate Wealth Advisor, Andrew plans to integrate his problem-solving skills and mathematical mind, paired with the financial background gained from his master’s degree from Liberty University, to develop tailored financial strategies for each client that he works with.

Andrew’s career shift was driven by his strong passion for helping people reach financial freedom. After many conversations with his wife, they took the leap of faith and he pursued a master’s degree in financial planning and passed the CFP® Board Exam in July 2023 while continuing to teach full time. Andrew will become a CERTIFIED FINANCIAL PLANNER™ practitioner during his time at Heritage Financial.

Outside the office, Andrew loves to spend his time with his growing family. They can be found around the local area trying different restaurants and other food joints, playing at the park, and scouting for dogs and school buses on their family walks. In his free time, Andrew likes to golf and read. He is always down for a book recommendation or a tee time. One of his bucket list goals is to complete a full or half marathon in the near future.

Education and Designations

• B.S. Applied Mathematics, University of Pittsburgh

• B.S. Secondary Education, University of Pittsburgh

• M.S. Finance – Personal Finance Concentration, Liberty University

• CFP® Candidate

Memberships

• Financial Planning Association: National Capital Region