Andrew T. Stevenson

Orlando Office
Written By Occidental Asset Management

Client Service Associate

220 E Central Parkway, Suite 3045, Altamonte Springs, FL 32701

Andrew Stevenson is a Client Service Associate at Occidental Asset Management, where he supports the operations team, Advisors, and Clients through data management, back-office workflows, and day-to-day account servicing. Andrew brings a detail-oriented approach to the behind-the-scenes work that helps keep the firm running smoothly, from managing CRM systems and account documentation to assisting with client communications and internal process improvements.

What Andrew enjoys most about his role is the people. Whether he's supporting an Advisor preparing for a client meeting or greeting Clients as they come through the door, he takes genuine pride in contributing to an experience that makes people feel well cared for. That same commitment carried through his years as a leader and volunteer with Young Life Capernaum, a ministry serving students with disabilities. There, he developed a passion for service that continues to shape how he shows up at work and in his community.

A resident of Orlando, Florida, Andrew enjoys spending time with his fiancée, Samantha, along with staying active through weightlifting, running, and basketball. He has a lifelong interest in the markets that drew him to financial services in the first place.

Education and Designations

  • BSBA, Finance, University of Central Florida, 2026

Memberships and Community Involvement

  • Volunteer, Young Life Capernaum

Occidental Asset Management
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