First Vice President–Wealth Management
Financial Advisor
Andrew delivers personalized wealth management advice to a select group of high-net-worth individuals, families, business owners, and nonprofit organizations. Through an integrated planning approach, he helps clients align their investments, liabilities, and broader financial goals with customized strategies for retirement planning, estate planning, insurance analysis, and wealth preservation.
With over 20 years of experience in the financial services industry, Andrew has guided clients through a wide range of market environments. He earned a Bachelor of Arts in Economics from Vanderbilt University and joined UBS in 2020 after serving as a Vice President and Wealth Management Advisor at Merrill Lynch.
Committed to delivering exceptional client service, Andrew holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and takes a client-first approach to every relationship, helping individuals and families make informed financial decisions with confidence.
Outside of the office, Andrew values quality time with his wife, Meri, and their children, Wally and Sadie. They spend winters skiing in Stowe, Vermont, summers at the North Shore beaches and the Corinthian Yacht Club, and year-round walking their Swiss Doodle, Barney, around their coastal town of Marblehead. A dedicated community volunteer, Andrew serves as a coach and commissioner with the New England Flag Football League, helping organize programs and mentor young athletes throughout the region. A native of Western New York, he remains an avid supporter of the Buffalo Bills—a loyalty that has been thoroughly tested by living in New England.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
Andrew delivers personalized wealth management advice to a select group of high-net-worth individuals, families, business owners, and nonprofit organizations. Through an integrated planning approach, he helps clients align their investments, liabilities, and broader financial goals with customized strategies for retirement planning, estate planning, insurance analysis, and wealth preservation.
With over 20 years of experience in the financial services industry, Andrew has guided clients through a wide range of market environments. He earned a Bachelor of Arts in Economics from Vanderbilt University and joined UBS in 2020 after serving as a Vice President and Wealth Management Advisor at Merrill Lynch.
Committed to delivering exceptional client service, Andrew holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and takes a client-first approach to every relationship, helping individuals and families make informed financial decisions with confidence.
Outside of the office, Andrew values quality time with his wife, Meri, and their children, Wally and Sadie. They spend winters skiing in Stowe, Vermont, summers at the North Shore beaches and the Corinthian Yacht Club, and year-round walking their Swiss Doodle, Barney, around their coastal town of Marblehead. A dedicated community volunteer, Andrew serves as a coach and commissioner with the New England Flag Football League, helping organize programs and mentor young athletes throughout the region. A native of Western New York, he remains an avid supporter of the Buffalo Bills—a loyalty that has been thoroughly tested by living in New England.
Education
Credentials
Registered Client Associate
Steven supports the day-to-day operations of the team, leveraging his prior experience with the firm to assist with client onboarding and oversee the team’s alternative investment processes. As part of his role, he helps ensure a smooth and efficient client experience.
Prior to joining LaPointe Johnson Wealth Management in 2025, Steven worked with UBS in Nashville as part of an 18‑month rotational program focused on the client experience. During this program, he served as an Online Services Representative before transitioning into the role of Alternative Investments Specialist.
Steven holds his Series 7 and Series 66 securities licenses. He graduated from Bryant University in 2023 with a Bachelor of Science in Business Administration (BSBA) in Finance and currently resides in Boston. Outside of work, Steven enjoys fishing, skiing, and traveling.
Registered Client Associate
Steven supports the day-to-day operations of the team, leveraging his prior experience with the firm to assist with client onboarding and oversee the team’s alternative investment processes. As part of his role, he helps ensure a smooth and efficient client experience.
Prior to joining LaPointe Johnson Wealth Management in 2025, Steven worked with UBS in Nashville as part of an 18‑month rotational program focused on the client experience. During this program, he served as an Online Services Representative before transitioning into the role of Alternative Investments Specialist.
Steven holds his Series 7 and Series 66 securities licenses. He graduated from Bryant University in 2023 with a Bachelor of Science in Business Administration (BSBA) in Finance and currently resides in Boston. Outside of work, Steven enjoys fishing, skiing, and traveling.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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