Andrew brings a multidisciplinary background to his role as a Financial Consultant at Moran Wealth Management. With more than 10 years of cross-industry experience, Andrew serves clients as a fiduciary, bringing expertise in wealth management, financial planning, investment analysis, analytics, and entrepreneurship. He earned his undergraduate degree from Auburn University and holds a Master’s degree in Business Analytics from Wake Forest University.
Andrew began his career in financial services with MassMutual, gaining experience across client service, investment analysis, and financial planning before transitioning into analytics and business intelligence at Comcast. That path shaped the way he approaches planning, combining technical analysis with real-world context to help clients make thoughtful financial decisions that support their broader goals, priorities, and long-term strategy.
In his current role, Andrew supports clients through financial planning, investment-related analysis, and long-term strategy development. He helps clients evaluate retirement planning, cash flow, tax-aware strategies, estate planning, risk management, and investment objectives. Andrew also works closely with business owners through his experience as the founder of Solstice Athletics, a premium activewear brand, bringing a unique perspective on the opportunities, trade-offs, and challenges business owners and leaders face.
Originally from New York, Andrew was born in Manhattan and raised in Westchester County. He maintains close family ties to Portugal and enjoys spending time with his wife, family, and dogs. Outside of work, he stays active through fitness, golf, and tennis, enjoys traveling, and maintains strong ties to the Auburn community and its athletics program.
Andrew brings a multidisciplinary background to his role as a Financial Consultant at Moran Wealth Management. With more than 10 years of cross-industry experience, Andrew serves clients as a fiduciary, bringing expertise in wealth management, financial planning, investment analysis, analytics, and entrepreneurship. He earned his undergraduate degree from Auburn University and holds a Master’s degree in Business Analytics from Wake Forest University.
Andrew began his career in financial services with MassMutual, gaining experience across client service, investment analysis, and financial planning before transitioning into analytics and business intelligence at Comcast. That path shaped the way he approaches planning, combining technical analysis with real-world context to help clients make thoughtful financial decisions that support their broader goals, priorities, and long-term strategy.
In his current role, Andrew supports clients through financial planning, investment-related analysis, and long-term strategy development. He helps clients evaluate retirement planning, cash flow, tax-aware strategies, estate planning, risk management, and investment objectives. Andrew also works closely with business owners through his experience as the founder of Solstice Athletics, a premium activewear brand, bringing a unique perspective on the opportunities, trade-offs, and challenges business owners and leaders face.
Originally from New York, Andrew was born in Manhattan and raised in Westchester County. He maintains close family ties to Portugal and enjoys spending time with his wife, family, and dogs. Outside of work, he stays active through fitness, golf, and tennis, enjoys traveling, and maintains strong ties to the Auburn community and its athletics program.
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