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Andrew W. Smith, Cfa, Cfp® Email & Phone Number

Executive Director, Market Team Lead at J.P. Morgan Private Bank
Location: Greater Tampa Bay Area, United States 6 work roles 4 schools
3 work emails found @gs.com 3 phones found area 813 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 3 work emails · 3 phones

Work email a****@gs.com
Direct phone (813) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
J.P. Morgan Private Bank
Role
Executive Director, Market Team Lead
Location
Greater Tampa Bay Area, United States
Company size
75129 employees

Who is Andrew W. Smith, Cfa, Cfp®? Overview

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Quick answer

Andrew W. Smith, Cfa, Cfp® is listed as Executive Director, Market Team Lead at J.P. Morgan Private Bank, a with 75129 employees, based in Greater Tampa Bay Area, United States. AeroLeads shows a work email signal at gs.com, phone signal with area code 813, and a matched LinkedIn profile for Andrew W. Smith, Cfa, Cfp®.

Andrew W. Smith, Cfa, Cfp® previously worked as Vice President, Private Wealth Advisor at Goldman Sachs and Vice President, Banker at J.P. Morgan Private Bank. Andrew W. Smith, Cfa, Cfp® holds Bachelor Of Science (B.S.), Business Administration And Management from Georgia Institute Of Technology.

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Email format at J.P. Morgan Private Bank

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*@gs.com
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AeroLeads found 3 current-domain work email signals for Andrew W. Smith, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Andrew W. Smith, Cfa, Cfp®

Andrew W. Smith is an Executive Director and Market Team Lead for J.P. Morgan Private Bank. As a member of the Greater Florida Leadership Team, Andrew plays an influential part in driving the firm’s impact and brand visibility by overseeing the strategic direction for the Tampa Bay and Sarasota markets. Andrew is an ambassador for J.P. Morgan and has served in director, leadership, and advisory roles with many local organizations. He has been named a 40 Under 40 Honoree by the Tampa Bay Business Journal and Business Observer and is a former Tampa Bay Emerging Leader of the Year. Andrew joins J.P. Morgan from Goldman Sachs, where he was a Vice President and Private Wealth Advisor. He holds a J.D. from Florida State University, an M.B.A. from the University of Florida, and a B.S. from the Georgia Institute of Technology, where he was named All-American by the National Strength and Conditioning Association. Andrew holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional.*Awards or rankings are not indicative of future success or results. For third-party award selection criteria and other important information, visit: https://bit.ly/45bXvQI. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.*

Current workplace

Andrew W. Smith, Cfa, Cfp®'s current company

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J.P. Morgan Private Bank
J.P. Morgan Private Bank
Executive Director, Market Team Lead
Florida, United States
Website
jpmorgan.com
Employees
75129
AeroLeads page
Company profile
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6 roles

Andrew W. Smith, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Executive Director, Market Team Lead

Current
J.P. Morgan Private Bank

“J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co.(JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC . Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPM. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE JPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: http://www.jpmorgan.com/pages/disclosures/email . The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results."Likes"," Favorites " or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important- information-sm .

Aug 2023 - Present

Vice President, Private Wealth Advisor

Goldman Sachs

New York, New York, Us

Feb 2019 - Aug 2023
Team & coworkers

Colleagues at J.P. Morgan Private Bank

Other employees you can reach at jpmorgan.com. View company contacts for 75129 employees →

RD Rudri Dave Rudri Dave Colleague at J.P. Morgan Private BankMumbai, Maharashtra, India View → KY Khalid Yafai Khalid Yafai Colleague at J.P. Morgan Private BankGreater Hyderabad Area, India View → LB Lisa Byrne Flattery Lisa Byrne Flattery Colleague at J.P. Morgan Private BankIreland View → RV Rajesh Vallilath Rajesh Vallilath Colleague at J.P. Morgan Private BankGreater Edinburgh Area, United Kingdom View → SP Sejal Pitroda Sejal Pitroda Colleague at J.P. Morgan Private BankLondon, England, United Kingdom View → GM Guillaume Martin Guillaume Martin Colleague at J.P. Morgan Private BankFrance View → TC Tripti Chouhan Tripti Chouhan Colleague at J.P. Morgan Private BankMumbai, Maharashtra, India View → SH Stuart Hughes Stuart Hughes Colleague at J.P. Morgan Private BankGreater Bournemouth Area, United Kingdom View → AM Aaron Mccann Aaron Mccann Colleague at J.P. Morgan Private BankBournemouth, England, United Kingdom View → SR Shivani Rana Shivani Rana Colleague at J.P. Morgan Private BankBengaluru, Karnataka, India View →
4 education records

Andrew W. Smith, Cfa, Cfp® education

Bachelor Of Science (B.S.), Business Administration And Management

Georgia Institute Of Technology

Master Of Business Administration (M.B.A.)

University Of Florida

Juris Doctor (J.D.)

Florida State University

High School

Jesuit High School Of Tampa, Fl
FAQ

Frequently asked questions about Andrew W. Smith, Cfa, Cfp®

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

What company does Andrew W. Smith, Cfa, Cfp® work for?

Andrew W. Smith, Cfa, Cfp® works for J.P. Morgan Private Bank.

What is Andrew W. Smith, Cfa, Cfp®'s role at J.P. Morgan Private Bank?

Andrew W. Smith, Cfa, Cfp® is listed as Executive Director, Market Team Lead at J.P. Morgan Private Bank.

What is Andrew W. Smith, Cfa, Cfp®'s email address?

AeroLeads has found 3 work email signals at @gs.com for Andrew W. Smith, Cfa, Cfp® at J.P. Morgan Private Bank.

What is Andrew W. Smith, Cfa, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 813 for Andrew W. Smith, Cfa, Cfp® at J.P. Morgan Private Bank.

Where is Andrew W. Smith, Cfa, Cfp® based?

Andrew W. Smith, Cfa, Cfp® is based in Greater Tampa Bay Area, United States while working with J.P. Morgan Private Bank.

What companies has Andrew W. Smith, Cfa, Cfp® worked for?

Andrew W. Smith, Cfa, Cfp® has worked for J.P. Morgan Private Bank, Goldman Sachs, and Bank Of America Merrill Lynch.

Who are Andrew W. Smith, Cfa, Cfp®'s colleagues at J.P. Morgan Private Bank?

Andrew W. Smith, Cfa, Cfp®'s colleagues at J.P. Morgan Private Bank include Rudri Dave, Khalid Yafai, Lisa Byrne Flattery, Rajesh Vallilath, and Sejal Pitroda.

How can I contact Andrew W. Smith, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Andrew W. Smith, Cfa, Cfp® at J.P. Morgan Private Bank, including work email, phone, and LinkedIn data when available.

What schools did Andrew W. Smith, Cfa, Cfp® attend?

Andrew W. Smith, Cfa, Cfp® holds Bachelor Of Science (B.S.), Business Administration And Management from Georgia Institute Of Technology.

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