Andrew Ataras is a wealth management financial advisor based in Alexandria, Virginia.
Andy joined the firm in late 2024, when Campbell Wealth Management became CAPTRUST.
He specializes in comprehensive financial planning, legacy planning, asset allocation and portfolio design, budgeting, tax sensitive strategies, insurance, and annuity oversight.
After earning a Bachelor of Arts degree from St. Mary’s College of Maryland, Andy began his career in the medical field, having owned a pharmaceutical and medical supply distribution company. He also served as the spokesperson for a national trade association representing small medical wholesalers. Later, he went to work as a financial advisor at an RIA firm, where he stayed for more than a decade
When not working, he enjoys baking, traveling, performing and listening to classical music, and golf. He lives in Alexandria with his wife Melissa and their two cats, Fleapatra and Ana.
Education
- Bachelor of Arts, St. Mary’s College of Maryland
Industry Designations
- Accredited Investment Fiduciary®
- CERTIFIED FINANCIAL PLANNER®