Andy Ives, CFP®, AIF®

IRA Analyst

Andy Ives, CFP^®, AIF^®, brings 25 years of diverse experience in the financial services industry, ranging from managing client relationships to delivering expert-level IRA guidance. His depth of knowledge and engaging presentation style make him a highly sought-after speaker, particularly on the intricacies of IRA distribution planning. Andy is a core part of Ed Slott’s Elite IRA Advisor Group^SM presentations both on stage and behind the scenes, where he provides in-depth education on advanced IRA strategies. He also regularly presents at Ed Slott’s 2-Day IRA Workshop, Instant IRA Success and contributes to Ed Slott and Company’s IRA Success, powered by The American College of Financial Services.

Andy’s expertise has been widely recognized in the media, with frequent quotes in The Wall Street Journal and USA Today, as well as contributed articles for TheStreet.com. His consulting work with members of the Elite IRA Advisor Group allows him to stay attuned to the most pressing IRA concerns across the country, giving him unique insights into the pulse of the industry.

In addition to his speaking engagements, Andy is a featured expert on The American College’s Knowledge Hub+ platform, where he offers practical guidance to financial professionals. Throughout his career, Andy has partnered closely with advisors, business owners, and plan sponsors, bringing a well-rounded perspective to retirement and financial planning.

Andy earned the CERTIFIED FINANCIAL PLANNER^TM designation in 2008 and the Accredited Investment Fiduciary^® (AIF^®) designation in 2014. He has served as both a Board Member and past President of the North Florida Chapter of the Society of Financial Service Professionals.

Interested in having Andy at your next event?

Call (800) 663-1340 or contact us today!