Andrew Cardone is a Managing Partner with DayMark Wealth Partners, based in Sarasota, Florida. He works with business owners, corporate executives, retirees, and foundations, with particular attention to the years leading up to a business sale or transition. As a Certified Exit Planning Advisor, Andrew helps owners think through what a liquidity event will mean for their portfolio, their tax picture, and their family, well before the transaction closes. What drew him to this work is that moment when decades of risk and effort turn into real options, and the chance to help people make decisions that feel clear rather than overwhelming.

Andrew brings 20 years of experience in wealth management, built at Wells Fargo Advisors and Merrill Lynch. His approach centers on portfolio construction that accounts for taxes, the selective use of alternative investments, and close coordination with clients’ attorneys and accountants on estate and legacy planning. Andrew earned his Bachelor of Arts from Binghamton University.

Andrew is committed to two causes close to his heart. He has supported veteran service organizations including the Wounded Warrior Project and the Navy SEAL Foundation. He believes we owe veterans and their families, especially those wounded in service, a lasting debt of gratitude for the freedoms their sacrifice protects. He also supports Partnership Schools because he believes education is the great equalizer, opening doors for children who might not otherwise have them. When he isn’t in the office, Andrew is often coaching his children’s sports teams, playing golf, or out on the water.

Disclosures:

Andrew Cardone holds the Certified Exit Planning Advisor (CEPA®) designation awarded by the Exit Planning Institute. CEPA® is not a license and is not issued or endorsed by the SEC. DayMark Wealth Partners, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This biography is not an offer of advisory services. Investing involves risk, including the possible loss of principal. Additional information about DayMark is available at adviserinfo.sec.gov.

DayMark Wealth Partners, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training and is not an SEC endorsement. This biography is informational only and is not an offer of advisory services or securities. Services are offered only where DayMark and its representatives are properly registered or exempt. Investing involves risk, including loss of principal. Mentions of charitable, civic, or religious organizations do not imply their endorsement. Experience at prior firms is not indicative of future results. Additional information is available at adviserinfo.sec.gov.