![]() Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations and quantitative criteria, such as: assets under management and revenue generated for their firms. Rankings based on data as of June 30 of prior year.ĭata provided by SHOOK® Research, LLC. *Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the adviser. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser’s future performance. The listing reflects each adviser’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT’s research. The Financial Times “400 Top Financial Advisers” (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Rankings based on data as of June 30 of prior year. *Source: Financial Times “400 Top Financial Advisers” list, published annually Mar - April. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors. Barron’s is a trademark of Dow Jones & Company, Inc. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Rankings based on data as of September 30 of prior year. *Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of June 30 of prior yearįorbes "Best-in-State Wealth Advisors” list, 20 Rankings based on data as of September 30 of prior year.įinancial Times "Top 400 Financial Advisers” list, 2013, 2014, 20 Andy’s outside interests include golfing, coaching youth sports and skiingĪndy has been awarded the following accolades:īarron's "America's Top 1,200 Financial Advisors: State-by-State” list, 2009-2019 He serves on the boards of The Kennedy Children’s Center and is the President of the Garden City Youth Lacrosse Program. Andy is a member of both the Long Island Metropolitan Lacrosse Foundation’s Hall of Fame and the Virginia Lacrosse Hall of Fame.Īndy resides in Garden City, New York, with his wife, Donna, and four sons, Carson, Cooper, Chase and Crosby. He was a prominent athlete at UVA, earning the All-American distinction in lacrosse for three years and was named to the 1990 United States World Lacrosse Team. Andy began his career at Merrill in 1991 and holds the Certified Investment Management Analyst® designation from the Investments & Wealth Institute TM through the Wharton School.Īndy earned his BA in Economics from the University of Virginia in 1990. Andy’s primary role on the team is to provide advice and guidance to ultra-high-net-worth families on developing strategies to address their overall wealth objectives and personal financial goals. He leads 20 professionals for Private Executive Services who offer integrated wealth management strategies and services to a select group of individuals and families. Andy is a Managing Director and Private Wealth Advisor with Merrill Private Wealth Management and Co-head of Relationship Management of the Private Executive Services team.
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