Andrea N. Vaioli, CTFA, PFP®, AIF®, BFA™
Wealth Advisor
Senior Vice President
Tampa, FL
About Andrea N. Vaioli, CTFA, PFP®, AIF®, BFA™
Andrea is a Senior Vice President & Wealth Advisor at SouthState Private Wealth with over 20 years of experience advising individuals and families. Based in Tampa, she leads a team of specialists to assist her clients with financial planning, investment management, estate and trust planning, tax strategy, and generational legacy planning.
Known for her thoughtful, relationship-centered approach, Andrea partners closely with her clients to design plans that evolve alongside their lives. She believes that truly effective wealth management goes beyond numbers - collaborating to simplify complexity, to align their wealth & strategies with personal values & purpose, and to instill confidence in their path forward.
She holds several certifications which reflect both her technical depth, and her commitment to understanding the human aspects of financial matters. She is also active in her community, raising funds annually for Alex’s Lemonade Stand Foundation and volunteering with Friends of Strays Animal Shelter.
Andrea lives in Palm Harbor, Florida with her wife, Jessica and their fur babies. Outside of work, they enjoy time at the beach or pool, staying active, and exploring the Tampa Bay region’s dining and local experiences.
Known for her thoughtful, relationship-centered approach, Andrea partners closely with her clients to design plans that evolve alongside their lives. She believes that truly effective wealth management goes beyond numbers - collaborating to simplify complexity, to align their wealth & strategies with personal values & purpose, and to instill confidence in their path forward.
She holds several certifications which reflect both her technical depth, and her commitment to understanding the human aspects of financial matters. She is also active in her community, raising funds annually for Alex’s Lemonade Stand Foundation and volunteering with Friends of Strays Animal Shelter.
Andrea lives in Palm Harbor, Florida with her wife, Jessica and their fur babies. Outside of work, they enjoy time at the beach or pool, staying active, and exploring the Tampa Bay region’s dining and local experiences.
Certifications
- Certified Trust and Fiduciary Advisor (CTFA)
- Psychology of Financial Planning Specialist (PFP®)
- Accredited Investment Fiduciary (AIF®)
- Behavioral Financial Advisor (BFA™)
Important Legal Disclosures and Information
- SouthState Wealth represents the collective departments and subsidiaries of SouthState Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
