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Andrew Smith

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Andrew Smith

Private Wealth Financial Advisor, Senior Vice President - Investments | Wells Fargo Advisors

New York, New York, United States

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Andrew Smith

Summary

Andrew Smith is a seasoned Private Wealth Financial Advisor with over thirty years of experience in the financial services industry. Based in New York City, he specializes in tailored investment strategies for high-net-worth clients, including business owners and corporate executives. His expertise spans various areas such as asset allocation, risk management, and tax-efficient planning strategies. Andrew's approach emphasizes understanding client goals and comfort levels with market volatility, allowing for personalized financial advice. He has held senior roles at prestigious firms like Wells Fargo Advisors and Oppenheimer, where he managed significant client portfolios and developed comprehensive asset allocation plans. His educational background includes a Bachelor of Science in American Studies from Utah State University. Andrew's commitment to client service and strategic planning has established him as a trusted advisor in the financial community.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Andrew Smith

Work Experience

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Private Wealth Financial Advisor, Senior Vice President - Investments at

Wells Fargo Advisors

June 2010 - Present

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Managing Director - Investments at

Crystal Bay Cafe

November 2001 - June 2010

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Managing Director at

Hambrecht & Quist

May 1996 - November 2001

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Managing Director - Investments at

J.P. Morgan

May 1996 - November 2001

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Vice President - Investments at

Alex Brown & Sons, L.L.C.

January 1991 - May 1996

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Andrew Smith

Education

Utah State University, Bachelor Of Science

January 1970 - January 1976

Frequently Asked Questions about Andrew Smith

What is Andrew Smith email address?

Andrew Smith's primary email address is *************@wellsfargo.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Andrew Smith work for?

Andrew Smith is a Private Wealth Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors, a company specializing in Functions related to depository banking.

Where Andrew Smith graduated from?

Andrew Smith holds a degree in American Studies from Utah State University.

How can I directly contact Andrew Smith?

To contact Andrew Smith directly, you can use the email address *************@wellsfargo.com. Complete contact information is available upon registration with Muraena.

Who is Andrew Smith?

Andrew Smith is a seasoned Private Wealth Financial Advisor with over thirty years of experience in the financial services industry. Based in New York City, he specializes in tailored investment strategies for high-net-worth clients, including business owners and corporate executives. His expertise spans various areas such as asset allocation, risk management, and tax-efficient planning strategies. Andrew's approach emphasizes understanding client goals and comfort levels with market volatility, allowing for personalized financial advice. He has held senior roles at prestigious firms like Wells Fargo Advisors and Oppenheimer, where he managed significant client portfolios and developed comprehensive asset allocation plans. His educational background includes a Bachelor of Science in American Studies from Utah State University. Andrew's commitment to client service and strategic planning has established him as a trusted advisor in the financial community.

Andrew`s contact details

mail

*************@wellsfargo.com

************@opco.com

************@wellsfargoadvisors.com

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