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Managing Director, Investments

Senior Financial Advisor

PIM Portfolio Manager

With more than 25 years of experience in financial services, Andrew believes the ideal client is “someone who is good at what they do, but not good at this.”

“My clients are highly successful businesspeople who are looking for a source of support,” he said. “We want to be that first call when you have a question related to any aspect of your life. It’s our job to be that support system and bring people ideas and options before they even have a chance to ask us.”

Andrew works closely with a limited number of families, which allows him to proactively focus on each client’s goals and challenges.

“Advisors make the mistake of just talking about portfolios and performance,” he said. “Our true value lies in the softer skills – thorough planning, building relationships. We can have a strategic conversation about your whole life – everything from relationships to financial to business to estate. We have the skills to guide people through their entire planning process.”

Andrew earned a B.A. from the University of Delaware and an M.B.A. from the New York University Stern School of Business.

He 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. He transitioned to Wells Fargo Advisors in 2016 and earned the title of Managing Director in 2023.

He formerly taught Derivatives and Personal Finance Courses as an Adjunct Professor of Economics at the College of Charleston.

Andrew is involved in a wide range of projects benefiting children in our community. He lives in Mt. Pleasant, SC with his wife and two children.

CA Insurance License Number: OK94498
Resident State SC

Senior Private Client Financial Advisor

SVP, Investment Officer

Senior PIM Portfolio Manager

Jared is a CERTIFIED FINANCIAL PLANNER® professional and CERTIFIED PRIVATE WEALTH ADVISOR® with more than 19 years of experience in the financial services industry. Known for his personalized approach, Jared works with a select group of clients to navigate complex financial landscapes. By earning his CPWA® certification, Jared has demonstrated the experience and knowledge necessary to guide sophisticated clients through advanced wealth management strategies that align with their long-term goals. And if those goals happen to change, he provides expert guidance to address their changing needs.

“I’m drawn to the complexity and ever-evolving nature of wealth planning, where each client’s unique situation requires a tailored approach,” he said. “The opportunity to find creative solutions and help clients achieve their goals keeps me engaged and inspired every day.”

In addition to his professional experience, Jared’s personal journey has strengthened his commitment to developing strategies so that his clients are ready, no matter what life may bring.

“The experience of seeing my son receive life-saving care at the Children’s Hospital of Philadelphia profoundly changed the way I view both my life and my career,” Jared said.  “It underscored how quickly circumstances can shift, and just how crucial it is to be prepared for the unexpected. Wealth planning, to me, is not just about selecting investments; it’s about helping families and individuals navigate life’s uncertainties.”

Jared launched his career at Morgan Stanley as a Financial Advisor, where he honed his expertise in wealth management and investment planning. He joined UBS Financial Services in 2009, quickly advancing to the role of Assistant Vice-President. In 2016, Jared made a strategic move to Wells Fargo Advisors, where his commitment to excellence and deep understanding of the financial markets earned him the title of Senior Vice President – Investment Officer.

Beyond his professional achievements, Jared is deeply committed to his community. He previously served on the Foundation Board for Cecil College, contributing his financial acumen to support educational initiatives. Residing in Chadds Ford, PA, Jared is an active community member who values both professional and personal growth.

Resident State PA

Senior Vice President – Investment Officer

Financial Advisor

Jeanne is a seasoned financial professional with over 16 years of experience. As Senior Vice President – Investment Officer and Financial Advisor, she is a trusted resource for clients navigating the complex and ever-changing investment landscape. Jeanne believes in a personalized approach, getting to know her clients so she can customize their portfolios, then building on the relationship to react to any major life changes and market fluctuations.

“I help families and business owners by listening carefully and explaining things clearly,” she said. “Many people are intimidated by investments, economics, and financial language. As a former educator, I know how to take difficult concepts and break them down into everyday language.”

Jeanne earned a B.A. from Immaculata University and an M.B.A. from the University of Delaware. She began her financial services career by partnering with her father, Timothy Griffith, a veteran advisor of 44 years. In addition to studying and working abroad, she has traveled extensively, so she leverages those experiences to offer a more insightful perspective on today’s global marketplace.

Jeanne understands that clients want to see a clear investment approach that offers preservation and growth. She focuses on close relationships, proactive contact and quick responses to give her clients a sense of confidence about their financial future.

“I believe the personal conversations with clients are just as important as the business discussions,” she said. “I need to know their lives to best make their money work for them with the least amount of risk possible.” Jeanne reciprocates by sharing her own personal journey, using her past experiences to help clients, and women specifically, navigate their financial circumstances.

Jeanne lives in the Highlands of Wilmington, Delaware with her dog, Mabel, and she is deeply committed to her community there. She is board president and grief support group facilitator at Supporting Kidds, an organization that helps children after the loss of a parent or sibling.  She is also former board president and current program chair for the Forum of Executive Women and an active member of the Rotary Club of Wilmington.