Andrea Kovacs Wolf, MBA

Andrea Kovacs Wolf, MBA, is a Partner and Wealth Manager at Fairview Wealth Advisors, where she provides customized financial planning and wealth management guidance to individuals and families in the Charlotte, NC area.

Andrea entered wealth management after spending two and a half years in investment banking, specializing in mergers and acquisitions across industrials, technology, and healthcare. During that time, she completed numerous multi-million dollar transactions, developing the analytical skills and valuation expertise she now brings to her work as an investment manager. Her transition to wealth management was driven by a desire to work more closely with people. While her previous roles focused on helping companies through complex financial transactions, she found herself drawn to the personal side of financial planning.

Andrea is passionate about financial literacy and helping clients feel confident in their financial decisions, particularly women navigating major life transitions. She is an active member of the Women's Impact Fund, a Charlotte-based collective philanthropy organization, and is deeply committed to supporting and serving her community.

Andrea Kovacs Wolf is solely an investment advisor representative of CORE Advisory Group, and not affiliated with LPL Financial.

Andrea holds a Bachelor of Science in Economics and a Bachelor of Science in Psychology from the University of Florida and earned her MBA from the University of Virginia Darden School of Business, with concentrations in Asset Management and Investment Banking. She holds the Series 65 securities license.

Andrea lives in Charlotte with her husband and their dog. Her favorite part of the work is building meaningful, long-term relationships with clients. "We meet people where they are, providing transparency and responsiveness without sacrificing authenticity."