Andrew Smith
Senior Financial Advisor
Managing Director – Investment Officer
Phone: 843.724.4026
Email: andrew.j.smith@wellsfargo.com
My Experience
Andrew earned a B.A., University of Delaware and a M.B.A., New York University Stern School of Business.
With over 25 years of experience in financial services, Andrew began his career as a Specialist in Equity and Derivative trading on the floor of the New York Stock Exchange, eventually serving as a Managing Director in Bear Stearns’ floor trading operation. In 2008, he was asked to serve as a Senior Economic Advisor for Senator John McCain’s Presidential Campaign. In 2009, Andrew worked as the Executive Director for ACANI, a Non-Profit Group.
In 2012, Andrew joined UBS as a Financial Advisor, In 2016, he transitioned to Wells Fargo Advisors and in 2023 earned the title of Managing Director.
He formerly was an Adjunct Professor of Economics at the College of Charleston teaching Derivatives and Personal Finance Courses.
Andrew works closely with a limited number of families, which allows him to proactively focus on each individual’s goals and challenges.
He lives in Mt. Pleasant, SC with his wife and two children.
Professional Experience
· Wells Fargo Advisors – Financial Advisor, Managing Director – Investments Charleston, SC - February 2016 – Present
· UBS Financial Services Inc. - Financial Advisor Charleston, SC - June 2012 - February 2016
· Acani - Executive Director New York, NY - March 2009 - June 2012
· John McCain 2008 - Senior Economic AdvisorArlington, VA - March 2008 - November 2012
· Bear Stearns/Wagner Stott - Managing Director New York, NY - January 1995 - January 2008
Education
· M.B.A., New York University Stern School of Business
· B.A., University of Delaware
CA Insurance License Number: 0K94498. Resident State SC.
Andrew earned a B.A., University of Delaware and a M.B.A., New York University Stern School of Business.
With over 25 years of experience in financial services, Andrew began his career as a Specialist in Equity and Derivative trading on the floor of the New York Stock Exchange, eventually serving as a Managing Director in Bear Stearns’ floor trading operation. In 2008, he was asked to serve as a Senior Economic Advisor for Senator John McCain’s Presidential Campaign. In 2009, Andrew worked as the Executive Director for ACANI, a Non-Profit Group.
In 2012, Andrew joined UBS as a Financial Advisor, In 2016, he transitioned to Wells Fargo Advisors and in 2023 earned the title of Managing Director.
He formerly was an Adjunct Professor of Economics at the College of Charleston teaching Derivatives and Personal Finance Courses.
Andrew works closely with a limited number of families, which allows him to proactively focus on each individual’s goals and challenges.
He lives in Mt. Pleasant, SC with his wife and two children.
Professional Experience
· Wells Fargo Advisors – Financial Advisor, Managing Director – Investments Charleston, SC - February 2016 – Present
· UBS Financial Services Inc. - Financial Advisor Charleston, SC - June 2012 - February 2016
· Acani - Executive Director New York, NY - March 2009 - June 2012
· John McCain 2008 - Senior Economic AdvisorArlington, VA - March 2008 - November 2012
· Bear Stearns/Wagner Stott - Managing Director New York, NY - January 1995 - January 2008
Education
· M.B.A., New York University Stern School of Business
· B.A., University of Delaware
CA Insurance License Number: 0K94498. Resident State SC.
Jared A. Crouse, CFP
Senior Financial Advisor
Senior Vice President - Investment Officer
Phone: 610.293.7376
Email: jared.crouse@wellsfargo.com
My Experience
Jared earned B.S. in Economics, University of Maryland, College Park and the CERTIFIED FINANCIAL PLANNER™ Professional.
With over 17 years of experience in financial services Jared began his career as a Financial Advisor at Morgan Stanley. In 2009, he joined UBS Financial Services as a Financial Advisor, earning the title of Assistant Vice-President. In 2016, Jared transitioned to Wells Fargo and recently earned the title of Senior Vice President – Investment Officer.
Jared works with a select number of clients and is committed to help them achieve their financial goals.
Active in the community, Jared currently serves on the Foundation Board for Cecil College. He lives in Chadds Ford, PA.
Professional Experience:
· Wells Fargo Advisors - Financial Advisor, Assistant Vice President - Investments Greenville, DE - 2016 - Present
· UBS Financial Services - Financial Advisor Greenville, DE - 2009 – 2016
· Morgan Stanley - Financial Advisor Greenville, DE - 2005 – 2009
CA Insurance License Number: 0L81881. Resident State PA.
Jared earned B.S. in Economics, University of Maryland, College Park and the CERTIFIED FINANCIAL PLANNER™ Professional.
With over 17 years of experience in financial services Jared began his career as a Financial Advisor at Morgan Stanley. In 2009, he joined UBS Financial Services as a Financial Advisor, earning the title of Assistant Vice-President. In 2016, Jared transitioned to Wells Fargo and recently earned the title of Senior Vice President – Investment Officer.
Jared works with a select number of clients and is committed to help them achieve their financial goals.
Active in the community, Jared currently serves on the Foundation Board for Cecil College. He lives in Chadds Ford, PA.
Professional Experience:
· Wells Fargo Advisors - Financial Advisor, Assistant Vice President - Investments Greenville, DE - 2016 - Present
· UBS Financial Services - Financial Advisor Greenville, DE - 2009 – 2016
· Morgan Stanley - Financial Advisor Greenville, DE - 2005 – 2009
CA Insurance License Number: 0L81881. Resident State PA.