Wealth Management Associate
Synergetic, Communicative, Detail-Oriented
As a Client Service Associate, Andrew collaborates with GMAG’s Client Relationship Managers, Wealth Strategists, and Accounting Team to help service our clients at the highest level. He is responsible for supporting our Client Relationship Managers with client requests, performance reporting, monthly reports, and administrative tasks.
Andrew is based out of our Boca Raton office in Florida, supporting our clients all along the east coast. Before GMAG, Andrew served as a Financial Professional with Equitable Advisors.
Outside of the office, Andrew volunteers with local animal shelters. He enjoys golf, visiting his family in South Carolina, and enjoying the beach in the Bahamas.