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® and Sports & Entertainment Accredited Wealth Management Advisor™ designations, Andrew earned his certificate in Financial Planning from New York University as well as his Chartered Mutual Fund Counselor™ certificate from the College for Financial Planning. As an advisor in the Wells Fargo Sports and Entertainment Program, he is uniquely equipped to guide high-net-worth sports and entertainment clients through qualitative planning, estate and trust investment planning, cash flow, budgeting, tax planning strategies, retirement benefits and more. Additionally, Andrew has been recognized by the firm as a member of the Wells Fargo Advisors Platinum Council from 2021-2024¹. 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 distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

*Wells Fargo Advisors is not a legal or tax advisor.

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 Private Wealth Senior Registered Client Associate where she performs various duties including operational and executive support, client services and communication. In order to continue to add more value in her pursuit of the ideal client experience, Lauren earned her FINRA Series 7 and 66 registrations.

Lauren resides in Stamford, CT and enjoys playing tennis, hiking, biking, and attending various sporting events.