Elevating our advice
What do the initials after some of our names mean? In addition to meeting state, federal and industry licensure requirements, several members of our team have undertaken additional education and professional training to better serve our clients and their specific needs. As designees, we may choose to append their initials to our names.
Raymond James Private Wealth Advisor
Private Wealth Advisor is a training and designation program available to experienced Raymond James-affiliated advisors designed to enhance their advice to high-net-worth households and use of specialty investment, planning and risk management resources. In addition to meeting entry requirements, participants must complete coursework and coaching sessions and complete a capstone project demonstrating their proficiency.
CPFA® – Certified Plan Fiduciary Advisor
The Certified Plan Fiduciary Advisor program is designed to help financial advisors better support business and institutional employee retirement plans. The credential program provides thorough training and emphasizes key learning areas such as fiduciary responsibility, regulatory compliance and best practices in plan management.
MBA – Master of Business Administration
The Master of Business Administration is a graduate-level degree earned from an accredited college or university. MBA programs teach a scientific approach to management with business analysis, functional leadership and business ethics as pillars. In addition to a wide range of related electives, students may also be required to complete strategic or research-based capstone projects.
ABFP® – Accredited Behavioral Finance Professional℠
The Accredited Behavioral Finance Professional℠ designation program explores the field of behavioral finance – the study of psychological explanations for economic behavior exhibited by individuals, institutions, and nations. The program is devoted to understanding the nature and role of psychological biases, heuristics, and emotions in influencing financial decision-making under uncertainty.
Professional recognition
Chad Andrews is honored to have been recognized in the industry and at Raymond James.
- Forbes Best-in-State Wealth Advisor: 2021, 2022, 2023, 2024, 2025, 2026
- AdvisorHub 100 Solo Practice Advisors to Watch: 2025
- Raymond James Chairman’s Council: 2025
- Raymond James Leaders Council: 2021, 2022, 2023, 2024
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
The Forbes America’s Top Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, 250 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-wealth-advisors/ for more info.
Membership in the Raymond James’ Chairman’s Council and Leader’s Council is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
The 2025 AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2023 - 12/31/2024, and was released on 6/20/2025. Advisors considered have a minimum of seven years' experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,972 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with AdvisorHub.