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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Andree Mohr
Chief Implementation Officer at Integrated Partners


Andree is a problem solver who specializes in helping Integrated’s network of financial advisors grow.

Since joining the company in 2015, she has helped seamlessly guide advisor onboarding, transition, and marketing. She also helps to manage Integrated’s CPA Alliance, which pairs advisors with CPAs to help both grow their business.

Most recently, Andree guided the transition for Integrated’s acquisition of Laurel Wealth Advisors, a $2.25 billion RIA. Over the past eight years, she has guided the transition of more than 160 advisors and more than 50,000 client accounts.

Internally, Andree is Integrated’s North Star for all things culture. She is proud that the Boston and San Diego-based company has been recognized by both InvestmentNews and the Boston Globe as one of the industry’s Best Places to Work.

Andree is a graduate of Northeastern University. She and her husband, Mike, live in San Diego and are the proud parents of two daughters, James and Penelope. When Andree’s not in the office, you might find her running, watching the New England Patriots, or volunteering to help protect the environment.

Agenda Sessions

  • Being an Employer of Choice: Growth and Aligning with Values and Purpose