Andrea Johnson Swope
Director of Advisor Experience
“I truly believe when a group of people work together toward common goal, and do not care who receives the credit, you become unstoppable. My hope is that what we are building at Blueprint inspires others to learn more, do better, and dream bigger. I want to be a sounding board for our advisors, inspiring them to build a practice they are proud of while helping others.”
Andrea is charged with holding the entire Blueprint Investment Partners team accountable for our vow to be an uncommonly great partner to financial advisors. It’s a firm-wide commitment that arose from frustration our team experienced when seeing other asset managers offer comments about being a good partner that felt more like lip service than real service.
Blueprint institutionalized this commitment to being an uncommonly great partner by formalizing the leadership role of Director of Advisor Experience and hiring Andrea in 2022.
In this role, Andrea:
- Supports advisors who are evaluating the efficiency of their practice
- Connects advisors to the Blueprint services and investment solutions best aligned with their practice’s needs
- Ensures that Blueprint’s services, communications, practice management resources, and systematic investing strategies are optimized in a way that continually makes partnering advisors feel like…partners!
Andrea’s entire career has been in financial services, and she has demonstrated herself as an innovator in advisor practice management. She brought to Blueprint experience in:
- Advisor integration
- Operational efficiencies
- Mergers and acquisitions
- Brand management and marketing
- Business development
Her financial services leadership talent includes managing teams focused on operations, client service, and business processing.
Prior to joining Blueprint in 2022, Andrea 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.
Andrea first planted roots in North Carolina in 2002, when she moved to Charlotte to attend Gardner-Webb University. She earned a Bachelor of Business Administration with a concentration in Quantitative Analysis. She also holds FINRA Series 7 and 66 licenses.
She and her husband Jonathan reside in Charlotte and spend their free time cooking, traveling, enjoying live music, and spending time with their family and friends. They welcomed their first son Colt in January of 2022.