How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Andrea Landini, CIMA, CFP

First Vice President–Wealth Management

I began my career with EF Hutton in 1987 and throughout these years I have earned the trust of my clients by providing advice and guidance based upon the values that inspire them and their most important priorities and concerns. I am a CIMA® Designee, Certified Investment Management Analyst™, The Wharton School, University of Pennsylvania; a certification held since 2006 and a CFP® Certificant, CERTIFIED FINANCIAL PLANNER™, College for Financial Planning; an additional certification held since 1992. I am a longtime friend and Patron of the Museum of Fine Arts, Boston and avid traveler.

Personal & Community

  • Patron of the Museum of Fine Arts, Boston
  • Swan Society Art of Europe
  • Investment Management Consultants Association
Registered States:
  • DC
  • FL
  • GA
  • IN
  • MA
  • NH
  • NY
  • TX

Education

  • BA Political Science and Economics, University of New Hampshire

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Certified Investment Management Analyst
40 Congress Street
Portsmouth, NH 03801

Email Me

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Turn possibilities into a plan

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A leading global wealth manager

Texas

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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