Domani Wealth Offices Closed September 24th                                                                    

All Domani Wealth offices will be closed on Tuesday, September 24, 2019 for employees and their families to enjoy a special Appreciation Event in recognition of the team’s work and dedication to providing quality service to clients throughout the year. If you have an urgent matter and need immediate assistance on this day, please contact your advisor on their cell phone.

We appreciate your understanding.

Debra H. Sherman, CTFA

Senior Wealth Advisor

Andrew Rohrer
Research Analyst

As a member of the firm’s Investment Strategy Group, Andy works closely with the portfolio management team and Wealth Advisors to provide investment and market research. In his role as research analyst, he monitors global economic activities, providing commentary to his fellow team members.  Andy’s responsibilities include research and due diligence of investment strategies, fund managers and individual equity securities. 

Andy enjoys collaborating with his fellow team members on portfolio management decisions.  For Andy, the most rewarding aspect of his role is helping clients to achieve their financial goals.

 

Professional Accreditations & Education 
  • CFA Level II Candidate
  • BS Business/Finance, Indiana University, Bloomington

 

Professional Memberships
  • CFA Institute
  • CFA Society of Philadelphia

CONTACT INFO

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt

Send this to a friend