Experience

Andrew delivers personalized wealth management advice to a select number of high net worth individuals, families, businesses, and nonprofit organizations. 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,  estate planning strategies, and life insurance analysis and funding.

Andrew leans on over 19 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.

Ryan is a Registered Client Associate who supports clients’ daily financial needs while developing a strong understanding of each relationship’s priorities. He works closely with clients to manage requests, review portfolios and organize meetings.

Before joining the team, Ryan worked with UBS in Nashville on the Client Cash Management and Disbursements team. There he provided operational and service level support to UBS’ clients and employees nationwide. This experience enables him to deliver accurate and dependable support.

Ryan earned his Bachelor of Science in Business Administration degree from Merrimack College with a concentration on Financial Planning. He holds Series 7, and Series 66 licenses.

Originally from Georgetown, Massachusetts, Ryan now lives in Boston. Outside of work, he enjoys golfing, fishing and spending time with friends and family.