Andrew Harper
- Role
- Senior Vice President - Wealth Management at UBS
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Andrew Harper
As a Financial Advisor with Nintzel Wealth Partners, my goal is to deliver strategies…
Experience
Senior Vice President - Wealth Management
Mar 2022 — Present
As a Financial Advisor with Nintzel Wealth Partners, my goal is to deliver strategies that strive to fulfill the entire spectrum of client needs, no matter how specialized or sophisticated. We begin every relationship by creating a financial plan to get to know what is truly important to you. From there, our team will review all aspects of a client\'s financial life, including 401(k) plans, stocks, estate plans, private equity, real estate, and business interests. We use that information to assist in developing a customized financial strategy that fits the goals, wealth level, risk tolerance, investing style and time horizon. By creating a vibrant, evolving financial strategy based on what\'s important to you, we not only offer advice, but also help clients simplify their financial life and accomplish the goals that are important to them.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
Skills
- Corporate Finance
- Finance
- Financial Analysis
- Asset Allocation
- Microsoft Excel
- Investments
- Relationship Management
- Risk Management
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