Andrew has joined Wells Fargo Advisors as a “Managing Director – Investments” and “Senior PIM Portfolio Manager” after having worked as a Senior Vice President Wealth Advisor and Senior Portfolio Manager at UBS. Prior to that, Andrew began his career at Morgan Stanley as a Vice President Financial Advisor and Portfolio Manager where he was also a firm designated Rule 144 Specialist assisting corporate executives and corporations with stock option plans and executions. In addition to the Certified Private Wealth Advisor designation, he has earned the CERTIFIED FINANCIAL PLANNER™ certificate from New York University, and the Chartered Mutual Fund Counselor designation from the College for Financial Planning. Additionally, Andrew has been recognized by the firm as a Premier Advisor¹. His work focuses on structural solutions for tax efficient planning, risk mitigation, and leverage optimization of complex intergenerational portfolios including both liquid and illiquid assets.

Andrew and his wife, Barbie, reside in Miramar Beach, FL, Sandy Hook, CT, and Manhattan, NY with their daughter, Adamina, and son, Maxim. Having served as an Investment Committee member and emeritus Director for Masonicare (501(c)3) of Connecticut, as well as the former Eastern Region Treasurer for the Metropolitan Opera National Council at Lincoln Center in New York, he now serves as a director for Kevin’s Community Center which provides free community health screening and other medical outreach services. Otherwise, Andrew can be found on his motorcycle at the beach or traveling to share ideas and experiences with friends and clients.

¹The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Karo Lokmanyan joined Wells Fargo Advisors after 10 cumulative years at UBS where he began his career in 2008. Karo and Andrew have worked together since 2010 at Morgan Stanley in Manhattan. With his 15 years of experience as a Senior Registered Wealth Strategy Associate and Team Lead, Karo engages in detailed client communications and is proficient and knowledgeable in trust and estate administration. He further specializes in financial discovery and modeling, performance evaluation and attribution as well as portfolio trading and asset allocation.

Karo, a self-proclaimed foodie, resides in Dumont, NJ with his wife, Zarine, and their two boys, Leo and Michael. When he is not busy being a Dad he can be found on the basketball or tennis courts.

Previous to her 2021 employ with Wells Fargo Advisors, Lauren worked for 15 years as a HIPAA certified multi-location office manager and administrator in the healthcare field where she was responsible for general operations and administration as well as financial and insurance reporting and reconciliation. She brings her valuable knowledge and skills to her current role as a Client Associate where she performs various duties including operational and executive support, social media management, client services and communication. In order to continue to add more value in her pursuit of the ideal client experience, Lauren obtained her Series 7 license in 2022 and is actively studying for FINRA Series 63, and 65 registrations.

Lauren resides in Stamford, CT with her fiancé Tom with whom she enjoys playing tennis, hiking, biking, and attending various sporting events.