Wyatt Andreoli , CFP®
Financial Advisor
BS, Arizona State University | Certificate in Financial Planning, Boston Institute of Finance | SIE | Series 65 | Insurance License
Wealth management combines two aspects of work that Wyatt enjoys most—people and planning. Paramount to this is developing long-term relationships with clients. “It has always been clear to me that Great Diamond’s commitment to clients, the community, and each other is second to none,” says Wyatt.
As a financial advisor, Wyatt provides clients comprehensive financial plans aligned with their individual goals. Additionally, he leads data and technology efforts for the firm, spearheads solutions to give clients the best experience possible, and collaborates with team members on business growth.
Wyatt has also developed a program for the firm’s younger clients. Blueprint offers foundational financial strategies and planning exercises unique to their stage in life. He dreams of bringing this program to individuals and communities that typically don’t have access to these types of resources.
Wyatt studied economics at Arizona State University before returning to New England and eventually joining Great Diamond in 2021.
While he enjoyed the diverse landscapes out west, his strong relationships with family and love of New England drew him home. “I knew that there was no better place to continue my growth as a professional and as a person,” Wyatt said.
He gained valuable industry experience while still in college, starting his financial services career at firms in Arizona. He continued to build his advisory planning and analytical skills at Wells Fargo Advisors in downtown Boston before returning to his home state of Maine.
Wyatt’s commitment to his community extends beyond the workday. He’s combined his love for soccer, which he’s played since he was 4 years old, with giving back.
He volunteers within the Sports Leadership program at Camp Susan Curtis, a camp experience exclusively for Maine kids from low-income households. “There are so many experiences that we take for granted. Every Maine child deserves access to athletic and recreational activities that provide them with the freedom to just be kids, while also developing leadership and teamwork skills that will serve them through the rest of their lives.”
He also runs an amateur men’s soccer team based out of Portland.
Additionally, Wyatt coaches 8th-grade girls’ soccer at Cape Elizabeth Middle School.