Andrew is a Vice President and financial advisor at Seventy2 Capital Wealth Management where he assists businesses, families and individuals to implement strategies along every step of their financial life cycle. Individual solutions are tailored to satisfy a client’s risk tolerance, time horizon, liquidity needs and overall investment goals.
Andrew has spent nearly 19 years in the wealth management industry. He joined Seventy2 Capital after 13 years as a financial advisor and VP for Merrill Lynch Wealth Management. Prior to his time at Merrill Lynch, Andrew trained and worked as an advisor at UBS Wealth Management for 5 years.
Andrew takes a very hands on role by working closely with clients and their other trusted advisors such as attorneys and accountants to address tax, business, and estate issues along with wealth transfer strategies. His goal is to truly be an "essential resource" by giving the highest level of attention to ensuring that a client’s financial strategies are effectively implemented.
During the course of his career, he has built a skill set helping families that have members with Special Needs or disabilities to address the challenges that these situations present. In addition, Andrew is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Chartered Retirement Planning Counselor? (CRPC®) and Certified Professional Fiduciary Advisor (CPFA®) designations.
Andrew is a graduate of James Madison University with a degree in Business Management. He enjoys giving back to his community and is a Rotarian, on the Board of the Abilities Network and the Children's Guild, and is involved in other various volunteer organizations. He currently resides in Baltimore County with his wife, Laura, and children, Jacob and Madeleine.