Andrew 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, Andrew earned his certificate in Financial Planning from New York University and holds both Chartered Mutual Fund Counselor™ and Sports & Entertainment Accredited Wealth Management Advisor™ designations from the College for Financial Planning. Andrew has been recognized by Wells Fargo Advisors as a Senior Sports and Entertainment Advisor, uniquely equipped to guide high-net-worth sports and entertainment clients through qualitative planning, estate and trust planning, cash flow, budgeting, tax planning, retirement benefits and more. Additionally, Andrew has been recognized by the firm as a member of the Wells Fargo Advisors Platinum Council in 2021, 2022, 2023, and 20241. 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.

Outside of his professional endeavors, Andrew dedicates himself to his family including his two children, Adamina and Maxim, friends, and community service. After serving 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, Andrew became a director for Kevin’s Community Center where they champion free community health screening and other medical outreach initiatives. He resides in Sandy Hook, CT, Manhattan, NY, and Miramar Beach, FL where in his downtime can be found on white sands or cruising coastal roads on his motorcycle. His passion for travel and embarking on adventures to exchange insights and stories with friends and clients alike have led him to some of his deepest and most fulfilling personal connections.

¹The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, 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.