Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day-operations, fortified its commitment to finding solutions that are in the best interests of advisors by hiring Andrea Johnson Swope as President. Swope’s entire career has been in financial services, and she has demonstrated herself as an innovator in advisor practice management.
“Blueprint’s advisor partners will benefit from Andrea’s extensive experience with integrations, operational efficiencies, mergers and acquisitions, brand management and marketing, and business development,” says Jon Robinson, CEO of Blueprint Financial Advisors. “Andrea will ensure we deliver on Blueprint’s promise to be an uncommonly great partner to financial advisors. This promise reverberates throughout our advisors’ practices as well because our platform removes the tripwires of day-to-day operations so advisors can focus on serving clients and nurturing prospects.”
As President, Swope is responsible for ensuring Blueprint Financial Advisors does things other wealth advisors rarely do with consistency:
- Seek optimal and sustainable solutions to the challenges our advisors face, not just whatever answer is readily available or easy to implement
- Build strong partnerships with authentic people – because our legacy depends on relationships and reputation
- Grow with intention so that we keep a boutique-feel as we strategically expand our offices throughout the U.S.
- Provide comprehensive wealth advisor solutions (practice management, technology, in-house back-office capabilities, and customized asset management) so entrepreneurial advisors can concentrate on serving clients and nurturing prospects
- Champion independence and flexibility by building an environment that’s free of the limitations and bureaucracies of many large firms
- Continue as a member of the Broker Protocol
“After working in this space for 16 years, I’ve seen numerous examples of advisors who are left frustrated when their supposed-partner makes promises that fall flat,” says Swope. “Blueprint is driven to disrupt this status quo. Our team has established a track record of being an uncommonly great partner to financial advisors, and I’m excited to share this level of service with additional advisors while ensuring we continue to overdeliver on our commitments to existing clients.”
Prior to joining Blueprint Financial Advisors, Swope was Chief Operating Officer at GCG Wealth Management, as well as Director of Advisory Services at an RIA and independent office near Charlotte, NC. She also was Head of Business Development for National Accounts at Braver Wealth Management in Boston, MA, where she implemented and distributed tactical algorithms to third party distribution channels and international clients.
Her financial services career began at Morgan Stanley Smith Barney, where she helped run a quant strategy. The role gave her a foundational understanding of the black-box side of systematic investing, instilling in her an appreciation of the potential merits of the investing style, as well as an awareness of how a more transparent strategy could benefit financial advisory practices.