Savant Wealth Management

Andrew J. Parsons

CFP®, CIMA®, MBA

Financial Advisor / Member Owner

747 Aquidneck Avenue Middletown, RI 02842
401.849.9313

Andy is a financial advisor in Savant’s Middletown, RI office. He has a membership interest in Savant.

As a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management AnalystSM (CIMA®), Andy is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Andy has been involved in the financial services industry since 1990. He was the Chief Compliance Officer and an investment advisor for Corrigan Financial from 2011 until it joined with Savant in 2025. Prior to joining Corrigan, he was a vice president and executive relationship manager for a global financial services firm.

Andy is a member of the Financial Planning Association of Rhode Island and the American Diabetes Association New England Office.

Andy earned a bachelor of science degree in finance from the Carroll School of Management at Boston College and a master of business administration (MBA) degree from Babson College in Wellesley Hills, MA.

Outside of work, Andy enjoys outdoor activities, especially fishing and golfing, and spending time with family and friends. He and his wife Lisa have three children.

Education &
Designations

  • Carroll School of Management, Boston College
    Bachelor of Science in Finance
  • Babson College
    Master of Business Administration (MBA)
  • CERTIFIED FINANCIAL PLANNER® professional
  • Certified Investment Management AnalystSM (CIMA®)

Affiliations &
Community Service

  • Financial Planning Association of Rhode Island – member
  • American Diabetes Association New England Office – member

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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