Andrew Smith
Private Wealth Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors | New York, New York, United States
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As a Senior Vice President - Investments and Private Wealth Financial Advisor at Wells Fargo Advisors, Andrew Smith brings over thirty years of extensive experience in navigating the complexities of financial markets. His deep understanding of financial analysis and risk management allows him to craft personalized investment strategies that align with his clients' unique goals and risk tolerances. Andrew specializes in asset allocation and concentrated stock management, ensuring that his clients' portfolios are not only diversified but also optimized for performance in varying market conditions.
In his role, Andrew is instrumental in developing and implementing comprehensive investment plans that leverage the vast resources of a national firm. His expertise extends to retirement plan consulting, where he guides clients through the intricacies of 401(k) options and fixed income strategies, helping them secure their financial futures. As a portfolio manager within the Private Investment Manager (PIM) program, he utilizes a tailored approach to portfolio management, focusing on tax-efficient strategies that maximize returns while minimizing tax liabilities.
Andrew's commitment to understanding each client's investment experience and comfort with market volatility is central to his advisory process. By fostering strong relationships and maintaining open lines of communication, he empowers clients to make informed decisions that reflect their financial aspirations. His proactive approach to stock analysis and market trends ensures that clients are well-positioned to capitalize on opportunities as they arise, making him a trusted partner in their wealth management journey.
Private Wealth Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors in June 2010 to Present
Managing Director - Investments at Oppenheimer & Co. in November 2001 to June 2010
Managing Director at Hambrecht & Quist, LLC. in May 1996 to November 2001
Managing Director - Investments at JPMorgan Securities in May 1996 to November 2001
Vice President - Investments at Alex. Brown & Sons in January 1991 to May 1996
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Tax-Efficient Planning Strategies
Fixed Income Planning Strategies
Investment Planning Strategies
Risk Management
Asset Allocation
Insurance
Concentrated Stock Management
Retirement Plan Consulting
Fixed Income Strategies
401(k) options
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Discover more about Wells Fargo AdvisorsWhat is Andrew Smith email address?
Email Andrew Smith at [email protected] and [email protected]. This email is the most updated Andrew Smith email found in 2026.
What is Andrew Smith phone number?
Andrew Smith phone number is +16078578022 and +19144381793.
How to contact Andrew Smith?
To contact Andrew Smith send an email to [email protected] or [email protected]. If you want to call Andrew Smith try calling on +16078578022 and +19144381793.
What is Andrew Smith net worth?
Andrew Smith has an estimated net worth of $750,000 to $999,999
What company does Andrew Smith work for?
Andrew Smith works for Wells Fargo Advisors
What is Andrew Smith's role at Wells Fargo Advisors?
Andrew Smith is Private Wealth Financial Advisor, Senior Vice President - Investments
What industry does Andrew Smith work in?
Andrew Smith works in the Financial Services industry.
Andrew Smith Email Addresses
Andrew Smith Phone Numbers
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