We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
Andrew Smith
MBA
Andrew Smith
MBA
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.
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.
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