As a Financial Planning Consultant at Alex Brown, Andrew has established himself as a knowledgeable guide for high-net-worth clients, multigenerational families and family offices. He leverages the firm’s vast resources and partners to incorporate many disciplines in the team’s tailored and comprehensive wealth management strategies. This includes personal financial planning and cash flow modeling, investment management, insurance planning, estate planning, philanthropy, tax planning, risk management services, family governance and family office services.

Prior to joining Alex Brown, Andrew gained valuable industry experience working at Merrill Lynch as a financial planning specialist. Professionally, Andrew is an Accredited Investment Fiduciary® and holds his series 7 and 66 securities registrations as well as his Health and Life insurance licenses. He graduated from Elon University with a bachelor’s degree in Finance.

Originally from New Jersey, Andrew currently resides in Washington, DC. He is an avid fitness enthusiast and enjoys spending time outdoors with his family and rescue dog.