**June - 2022** As we continue to prioritize your safety, and that of our team, the Weatherly crew is here to help as we conduct business seamlessly and securely from our office and home offices (since 3/16/20). We continue to collaborate and primarily meet virtually, via enhanced technology and training, to ensure your ability to connect with and access your team of investment professionals.

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About Us

Andrea Taylor, CPA

Wealth Management Associate

Andrea joined the Weatherly team in 2021 to expand upon the Firm’s high-quality level of client service and support.  Her initial responsibilities include reporting and analyses, operational support, and internal process improvement.

Prior to her career in Wealth Management, Andrea worked as a Senior Audit Associate at Ernst & Young, LLP (EY). During her four year tenure at EY, Andrea performed audits and reviews of public and private companies in the technology space in the Bay Area. She supervised complex parts of the audit while developing and maintaining productive working relationships with the client. In addition to her experience in corporate public accounting, Andrea’s prior experience includes production support for a Napa winery and ocean lifeguarding for the City of Del Mar.

Andrea earned her Bachelor’s of Business Administration with a concentration in Accounting from Southern Methodist University, followed by the completion of her Master’s of Science in Accountancy (MSA)kk, also at SMU.  She is also a Certified Public Accountant (CPA)mm.

Andrea loves meeting new dogs, surfing Pipes at sunset, playing pick up soccer and farmers markets.  Her sisters are her  best friends.  Having recently returned to southern California, she is excited to continue her  volunteer experience with Just in Time, assisting young adults transition out of foster care.



Southern Methodist University, Bachelor’s of Business Administration – Accounting (BBA)

Southern Methodist University, Masters of Science in Accounting (MSA)kk

Certified Public Accountant (CPA)mm
License(s): Series 65 D

For more information about educational requirements, professional certifications, and professional designations, click here.

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