Andrew Beh

About Andrew Beh

In business and in life, we are asked to absorb new information and to make important decisions about opportunities or challenges that are right in front of us. It can get overwhelming and confusing very quickly and can be hard to see the bigger picture. How do you know you’re headed in the right direction? I believe the role of finance is to help clear that fog of doubt. It is a role where a person needs to weigh the opportunities and risks, and design objective and appropriate portfolio solutions that balance the two. Areas of Focus: Portfolio Management, Comprehensive Wealth Management, Asset Management, Goal-Based Financial Planning, Retirement Planning, and Estate Planning Strategies. NMLS#: 14•••33

Experience

1. Financial Advisor

   Morgan Stanley

   Sep 2015 — Present

   Disclosures: © 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: NMLS#: 14•••33

Education

• University of Georgia - Terry College of Business

  MBA, Finance

  2005 — 2007

• University of Sydney

  Bachelor of Science (BS), Double; Mathematics and Chemistry

  1993 — 1996