Andrew Murdoch

Andrew Murdoch is president of Somerset Wealth Strategies, a CERTIFIED FINANCIAL PLANNER® and fiduciary. Andrew has a bachelor of science degree from the Russ College of Engineering and Technology at Ohio University.

Andrew holds several securities and insurance licenses including:

• Series 7 (securities license)

• Series 63 (blue sky, allows selling securities in states outside of his resident state)

• Series 65 (Registered Investment Advisor Representative, which allows selling on a fee-only basis)

• Life and Disability License (which allows for the selling of insurance products and annuities)

Andrew has been a financial professional since 2000 and has over 30 years of investment experience. He worked as a financial advisor for Morgan Stanley advising clients on a variety of financial instruments including managed money, mutual funds, municipal and corporate bonds, stocks, annuities and option strategies.

Andrew also served as a wholesaler for Jackson National Life, where he aided advisors in over $250 million in annuity sales. He is well-versed in a variety of annuity and retirement strategies as well as potential pitfalls other financial professionals may overlook. He draws on this experience to help retirees avoid purchasing inappropriate or unsuitable annuities. He has worked with Tom Hamlin’s team since 2002. He worked on the institutional side for two years and currently helps Tom develop financial plans for high net worth clientele.

Andrew believes in following an appropriate asset allocation model based on client risk tolerance and financial objectives. Andrew also knows this is a complex, confusing marketplace, and to gain his clients’ trust and confidence, the focus must be on information. As a seasoned member of Tom’s team, he knows he is only 33% as effective over the phone as he would be face to face, so he knows he must be three times better than the competition. Andrew strives to accomplish this in three ways:

• Being well-versed on current product knowledge in the industry

• Choosing suitable retirement income plans for the clients’ needs

• Unmatched customer service for the plans they work with

Andrew is dedicated to continuing learning and completed his CERTIFIED FINANCIAL PLANNER® designation in 2010. He is looking to pursue additional certification to increase his knowledge base.

When Andrew isn’t working, he enjoys spending time with his two boys, Grayson and Harrison. Andrew is an avid skier and enjoys playing hockey a few times a week and boating in the summer.

Andrew is also active in the Portland community and is involved with several local and national charities on a regular basis. He also holds an annual event during the holiday season and raises money for Toys for Tots.