Andrew Smith Email & Phone Number

Andrew Smith

Private Wealth Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors | New York, New York, United States

Andrew Smith Socials
About Andrew Smith

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.

Andrew Smith Work
1 experience icon

Private Wealth Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors in June 2010 to Present

2 experience icon

Managing Director - Investments at Oppenheimer & Co. in November 2001 to June 2010

3 experience icon

Managing Director at Hambrecht & Quist, LLC. in May 1996 to November 2001

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Andrew Smith Skills

Tax-Efficient Planning Strategies

Fixed Income Planning Strategies

Investment Planning Strategies

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About Andrew Smith's Current Company
Frequently Asked Questions about Andrew Smith

What 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

Email Andrew Smith at [email protected] and [email protected]. This email is the most updated Andrew Smith email found in 2026.

Andrew Smith Phone Numbers

Andrew Smith phone number is +16078578022 and +19144381793.
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