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Andrew Smith
Andrew Smith
Private Wealth Financial Advisor, Senior Vice President - Investments | Wells Fargo Advisors
New York, New York, United States
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.
Andrew Smith
Work Experience
Private Wealth Financial Advisor, Senior Vice President - Investments at
Wells Fargo Advisors
June 2010 - Present
Managing Director - Investments at
Crystal Bay Cafe
November 2001 - June 2010
Managing Director at
Hambrecht & Quist
May 1996 - November 2001
Managing Director - Investments at
J.P. Morgan
May 1996 - November 2001
Vice President - Investments at
Alex Brown & Sons, L.L.C.
January 1991 - May 1996
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
*************@wellsfargo.com
************@opco.com
************@wellsfargoadvisors.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG