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Andrew Mcgrath, Cfp® Email & Phone Number

Managing Director - Investments at Wells Fargo Advisors at Wells Fargo Advisors
Location: Dallas-Fort Worth Metroplex, United States, United States 4 work roles 1 school
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Current company
Wells Fargo Advisors
Role
Managing Director - Investments at Wells Fargo Advisors
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
15127 employees

Who is Andrew Mcgrath, Cfp®? Overview

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Andrew Mcgrath, Cfp® is listed as Managing Director - Investments at Wells Fargo Advisors at Wells Fargo Advisors, a company with 15127 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for Andrew Mcgrath, Cfp®.

Andrew Mcgrath, Cfp® previously worked as Managing Director - Investments at Wells Fargo Advisors and Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Andrew Mcgrath, Cfp® holds Bachelor'S Degree from Texas Tech University System.

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Wells Fargo Advisors

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About Andrew Mcgrath, Cfp®

As a senior member of The Wilshire Wealth Management Group at Wells Fargo Advisors, Andrew focuses on leading clients through the wealth management process as well as the selection, implementation and analysis of client portfolios.Andrew holds a bachelor's degree in finance from Texas Tech University in Lubbock. Andrew is also a CERTIFIED FINANCIAL PLANNER™ professional and a specially qualified PIM Portfolio Manager.  A PIM Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.Andrew and his wife call Frisco, Texas their home. He spends his free time volunteering and coaching his three sons in youth sports.  A long-time athlete, he completed his first full Ironman Triathlon in 2016.Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.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 Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/socialPlease contact me by e-mail andrew.mcgrath@wfa.com or by phone 214-494-4907. I cannot respond to messages through LinkedIn.“This information is intended for use only by residents of AZ, CA, CO, FL, GA, LA, MA, MS, OH, OK, TN, TX, WA and WV. Please contact me by email andrew.mcgrath@wellsfargoadvisors.com or by phone 214-494-4907. I cannot respond to messages through LinkedIn. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm”

Current workplace

Andrew Mcgrath, Cfp®'s current company

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Wells Fargo Advisors
Wells Fargo Advisors
Managing Director - Investments at Wells Fargo Advisors
st. louis, missouri, united states
Website
wellsfargoadvisors.com
Employees
15127
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4 roles

Andrew Mcgrath, Cfp® work experience

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Managing Director - Investments

Current
Wells Fargo Advisors

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC/Member SIPC

Dec 2019 - Present

First Vice President

Morgan Stanley Smith Barney
May 2007 - Oct 2011
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →

SP Stephen Pettee Stephen Pettee Colleague at Wells Fargo Advisors Greater Phoenix Area, United States View → DG Drew Glantz Drew Glantz Colleague at Wells Fargo Advisors Spokane-Coeur d'Alene Area, United States View → MS Marc Sidney Marc Sidney Colleague at Wells Fargo Advisors Canajoharie, New York, United States, United States View → SM Shelly Martin Shelly Martin Colleague at Wells Fargo Advisors St Louis, Missouri, United States, United States View → JR Jeffry Rothrock Jeffry Rothrock Colleague at Wells Fargo Advisors New Smyrna Beach, Florida, United States, United States View → JP Joseph Pessetto Joseph Pessetto Colleague at Wells Fargo Advisors Raleigh, North Carolina, United States, United States View → DG Danielle Gernes Danielle Gernes Colleague at Wells Fargo Advisors Wabasha, Minnesota, United States, United States View → DS Deborah Sandar, Aif®, Crps® Deborah Sandar, Aif®, Crps® Colleague at Wells Fargo Advisors Greater Anchorage Area, United States View → MU Michael Unruh Michael Unruh Colleague at Wells Fargo Advisors Peoria Metropolitan Area, United States View → MC Michael Cheng Michael Cheng Colleague at Wells Fargo Advisors Diamond Bar, California, United States, United States View →
1 education record

Andrew Mcgrath, Cfp® education

  • Texas Tech University System
    Texas Tech University System
    Bachelor'S Degree
FAQ

Frequently asked questions about Andrew Mcgrath, Cfp®

Quick answers generated from the profile data available on this page.

What company does Andrew Mcgrath, Cfp® work for?

Andrew Mcgrath, Cfp® works for Wells Fargo Advisors.

What is Andrew Mcgrath, Cfp®'s role at Wells Fargo Advisors?

Andrew Mcgrath, Cfp® is listed as Managing Director - Investments at Wells Fargo Advisors at Wells Fargo Advisors.

Where is Andrew Mcgrath, Cfp® based?

Andrew Mcgrath, Cfp® is based in Dallas-Fort Worth Metroplex, United States, United States while working with Wells Fargo Advisors.

What companies has Andrew Mcgrath, Cfp® worked for?

Andrew Mcgrath, Cfp® has worked for Wells Fargo Advisors, Merrill Lynch Wealth Management, and Morgan Stanley Smith Barney.

Who are Andrew Mcgrath, Cfp®'s colleagues at Wells Fargo Advisors?

Andrew Mcgrath, Cfp®'s colleagues at Wells Fargo Advisors include Stephen Pettee, Drew Glantz, Marc Sidney, Shelly Martin, and Jeffry Rothrock.

How can I contact Andrew Mcgrath, Cfp®?

You can use AeroLeads to view verified contact signals for Andrew Mcgrath, Cfp® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Andrew Mcgrath, Cfp® attend?

Andrew Mcgrath, Cfp® holds Bachelor'S Degree from Texas Tech University System.

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