Andrea Jackley is Vice President, Head of Custodial Referral Programs at Allworth Financial, where she leads the strategy, execution, and growth of the firm’s participation in leading custodial referral platforms. She is responsible for the overall performance of this high-impact client acquisition channel, including the development, optimization, and long-term success of Allworth’s key partnerships within this space.

Leading a national team of professionals across multiple core functions, Andrea’s focus includes continuously strengthening relationships with referral partners, driving strong front-line sales, and enhancing internal support structures and operational alignment. Her deep understanding of how these programs drive growth for custodians and RIAs alike helps ensure Allworth remains a top-performing partner and trusted destination for high-net-worth clients.

Andrea brings more than 15 years of financial services experience spanning across sales leadership, marketing strategy, and advisor practice development. Before joining Allworth, she served as a director of this growth channel at Wealth Enhancement Group and held leadership roles at both a $1B regional advisory firm and a Fortune 500 company. This blend of enterprise and advisory-level expertise allows her to effectively bridge company priorities with practical execution.

Based in Inver Grove Heights, Minnesota, Andrea is an avid traveler who enjoys hiking, biking, and exploring new places with her two active young boys.