Andee Sloot graduated from Texas A&M University and spent several years in the insurance industry before pursuing a career as a full time Financial Advisor. Her background in insurance laid the foundation to understanding her client’s comprehensive financial well-being.
When it comes to what’s truly important in your life, you deserve advice you can trust from an advisor who knows and understands you. Through a committed and ongoing relationship, Andee works diligently to understand all parts of your financial life. Together, you build a personalized plan that can help you achieve the financial confidence you need to pursue your passions.
Andee specializes in meeting the financial needs of women and their businesses. — She is experienced in helping women and their families in all stages of life plan for their financial futures. No matter what your goals are, you want to make sure all your efforts pay off…today and tomorrow, so you have the flexibility to do what matters most to you. She can help by working with you to build a financial plan tailored to your life. Andee asks purposeful questions and listens closely to your answers to understand you and your priorities to provide you with proactive, goal-oriented advice. Andee is passionate about helping her clients live the full and rich life they have worked towards and is committed to helping them be brilliant.
Andee resides in Dallas, TX with her loving husband, John, and two dogs. When away from the office she enjoys reading a good book, cooking, traveling, and playing golf when the weather is nice
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