Andrew McGrath

Managing Director - Investments at Wells Fargo Advisors

Role: Managing Director - Investments at Wells Fargo Advisors
Location: Dallas-Fort Worth, TX, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Andrew McGrath

As a senior member of The Wilshire Wealth Management Group at Wells Fargo Advisors…

Experience

Managing Director - Investments
Wells Fargo Advisors
Dec 2019 — Present
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC/Member SIPC

Education

Texas Tech University System
Bachelor's Degree
1997 — 2001

Skills

Series 63
High Net Worth Portfolio Management
Wealth Management and Investments
Portfolio Management
Loans
Estate Planning
Series 7
Asset Management
Investment Management
Alternative Investments
Retirement Planning
Asset Allocation
Mutual Funds
Uniform Combined State Law
Equities
Strategic Financial Planning
Wealth Management
Investment Advisory
Estate and Retirement Planning Services
Investments

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@wellsfargoadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

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About Andrew McGrath

Experience

Managing Director - Investments

Education

Texas Tech University System

Skills

Find verified contacts for anyone on LinkedIn