Andrea Bates McGrath

Andrea acquired her caring, positive influence from her mother, and her business sense from her father. This combination lead Andrea into her perfect spot, the financial services industry, where she is able to use her skills in finance and business, along with her desire to truly help others.

Andrea was literally born into the financial business. Her father began in the financial industry in the 1950’s and financial topics were always common dinner table conversations. Although Andrea was headed for law school after college, her father convinced her to join the family business. Shortly thereafter, Andrea was running the family’s Property and Casualty business, Bates Insurance. She eventually bought her father out and the rest is history. Today, as her family members run the day-to-day activities of the agency, Andrea is focused on serving the needs of individuals as they prepare for retirement and go through other transitions, like divorce and the sale of their businesses.  

She received a Bachelor of Science degree in Sociology from Suffolk University and holds the CERTIFIED FINANICAL PLANNER™ (CFP®), Retirement Income Certified Professional (RICP®), and Chartered Retirement Planning Counselor (CRPC). In 2013, Andrea received the Citizen of the Year Award, presented by The Medford Chamber of Commerce.

Andrea has devoted her career to helping others, educating, developing long-term relationships with her clients, and always living in the legacy of her mother and father.