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Andrew Small
Investment Management Consultant 2.0 at Fidelity Investments
Andrew Small is a Partner and Vice President Wealth Manager at Steward Partners Global Advisory, based in Portsmouth, NH. With a background in Political Science and Government from Hamilton College, he also studied at The London School of Economics and Political Science, where he obtained a summer program on Financial Institutions. Small is known for his ability to strategize and candid approach with clients, bridging their financial goals with realistic expectations. His team works on delivering top-notch wealth management strategies to a select group of individuals and families, helping them achieve desired retirement lifestyles and philanthropic passions.
Small is a former Financial Advisor at Merrill Lynch Wealth Management and an ex-Account Manager at Verde Brand Communications. He values the importance of understanding clients' financial situations and developing bespoke approaches to reach goals. Guided by a disciplined approach, he hopes to listen closely and be a valuable resource to clients.
Off the clock, Small enjoys spending time with his friends and family outdoors, partaking in activities such as skiing, mountain biking, golfing, and tennis. If you have any questions about The Carrigg Wealth Management Group, his hobbies, or life in general, do not hesitate to reach out.