Andrew joined Stephens Private Client Group in 2016 as part of Stephens’ wealth management analyst program, which develops and trains the firm’s next generation of consultants. Andrew has since partnered with his father, David, to provide comprehensive wealth management plans that are tailored to their clients’ values and objectives. On his partnership with his father, Andrew says, “My father and I bring a family approach to wealth management planning, so we not only look at our clients’ immediate financial goals but also their long-term objectives, such as wealth transfer and planning for the next generation. Family dynamics can be fluid, so it’s important to plan accordingly.”
Prior to joining Stephens, Andrew was an asset accountant at Paragon Offshore.
Andrew received his Bachelor of Accountancy degree in Accounting with a minor in Finance from the University of Mississippi.
Andrew and his wife make their home in Jackson, Mississippi.