Experience

Andrew delivers personalized wealth management advice to a select number of high net worth individuals and families. He utilizes integrated planning strategies to help clients manage both sides of their personal balance sheets efficiently. After thoroughly understanding his clients' investment personality and financial goals, he implements a customized plan tailored to their specific needs, including strategies for retirement planning, asset and liability management, tax and estate planning strategies, and life insurance analysis and funding.

Andrew leans on over 18 years of experience in the financial services industry and has successfully navigated clients through multiple market climates since he began his career after graduating from Vanderbilt University with a Bachelor of Arts in Economics. Prior to joining UBS in October 2020, he was a Vice President and Wealth Management Advisor with Merrill Lynch.  Passionate about delivering excellent service, he holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He is committed to prioritizing his clients' best interests first.

Outside of the office, Andrew loves to spend time with his wife Meri and his children Walter and Sadie in their coastal town of Marblehead. He enjoys sharing in activities with his family such as skiing in the mountains of Vermont, boating along the North Shore of Boston, playing squash at the Lynch/van Otterloo YMCA, and as a native Western New Yorker, supporting his lifelong favorite team, the Buffalo Bills. Active in the community, Andrew volunteers as a commissioner and coach for the New England Flag Football League and participates in UBS' Season of Service programs which benefit several organizations throughout Massachusetts.

Sandy has over 25 years of experience in the financial services industry. She began her career with Merrill Lynch as an Operations Manager and later a Compliance Officer. She joined UBS in 2011 as a Senior Registered Service Associate; her primary responsibilities are client focused, from opening and servicing new relationships to the ongoing client experience. Sandy takes pride in developing close relationships and true understanding of all our clients' individual needs and situations. Sandy holds the Series 3, 7, 9, 10 and 63 licenses.

Dan is a Wealth Planning Associate located in Boston, MA. He is responsible for providing Financial Advisors and their clients with objective advice on plan design, strategies and implementation.

Prior to his current role, Dan worked at MFS Investment Management as a Regional Sales Representative. He communicated with Financial Advisors to provide their clients with relevant investment strategies.

Dan graduated from Northeastern University, where he majored in Finance. He has his Series 6, 7, 63 and 66 licenses with FINRA and is an
Accredited Wealth Management Advisor℠ (AWMA®).

Daniel joined UBS in 2019 assisting Financial Advisors out of New York and California before becoming a Client Service Associate on our wealth management team based in Boston, MA. His primary tasks are client focused, from opening and servicing new accounts and relationships to assisting clients with their banking needs. Prior to joining UBS, Daniel worked for a non-profit assisting activists in Cuba, providing them with humanitarian aid. He graduated from Florida International University with a Bachelor’s in Political Science and a minor in Criminal Justice. Born and raised in Miami, Daniel spends his time relaxing at home in Revere or adventuring with his girlfriend and baby Emi, while rooting for all of his hometown sports teams.