Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Andrew Kittelson,CIMA

Senior Vice President–Wealth Management

Andrew specializes in bringing a holistic wealth management approach to a select group of families including closely held business owners and corporate executives. In addition to being a Certified Investment Management Analyst (CIMA®), he is a Certified Exit Planning Advisor (CEPA) with expertise in guiding successful entrepreneurs and wealthy families through the transfer of ownership of their privately held companies. His experience guiding clients through exit strategies, differentiates him as one of a select group of wealth managers who truly understand the process for taking business owners comfortably through the "owner to investor" transition. Tapping into the exclusive network he has established across the industry, Andrew can connect you to the right experts at the right time to help further inform your planning decisions for your company, your family and your legacy.

Andrew serves on the board of P3 Foundation which is dedicated to the relief of the impoverished, the ill, and the elderly; furthering community development.  He is also a founding board member of the Exit Planning Exchange Charlotte, a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

Registered States:
  • AR
  • CA
  • FL
  • GA
  • LA
  • MA
  • NC
  • NJ
  • NY
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • Bachelors of Science, University of Rhode Island
  • MBA, Providence College

Credentials

  • Certified Investment Management Analyst®
  • Wealth Advisor
  • Portfolio Manager
  • Certified Exit Planning Advisor
  • Certified Investment Management Analyst®
6100 Fairview Road
Suite 900
Charlotte, NC 28210
  • (704) 362-8260

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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