Andrew McGrath Email & Phone Number
Managing Director - Investments @ Wells Fargo Advisors
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Andrew McGrath Location
- Texas, United States
Andrew McGrath Work
- 2019 -now Managing Director - Investments @
- 2011 -2019 Wealth Management Advisor, Senior Vice President @
- 2007 -2011 First Vice President @ Morgan Stanley Smith Barney
- 2001 -2007 Financial Advisor @
Andrew McGrath Education
- Texas Tech University System
Bachelor's Degree
1997-2001
Andrew McGrath Skills
- Alternative Investments
- Estate Planning
- Series 63
- Team Building
- Banking
- Wealth Management And Investments
- Retirement Planning
- Sales
- High Net Worth Portfolio Management
- Portfolio Management
- Investments
- Asset Allocation
- Investment Advisory
- Equities
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- Microsoft Office
- Microsoft Excel
- Asset Management
- Estate And Retirement Planning Services
- Loans
- Series 7
- Investment Management
Andrew McGrath Summary
- Andrew McGrath, based in Texas, United States, is currently a Managing Director - Investments at Wells Fargo Advisors. Andrew McGrath brings experience from previous roles at Merrill Lynch Wealth Management, Morgan Stanley Smith Barney and Wells Fargo Advisors. Andrew McGrath holds a 1997 - 2001 Bachelor's Degree @ Texas Tech University System. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Team Building, Banking and more. Andrew McGrath has 3 emails and 1 mobile phone numbers on RocketReach.
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