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Andrew W. Smith, CFA, CFP®
Executive Director Market Team Lead, Tampa and Sarasota
Biography
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 and his team of private bankers are responsible for partnering with some of the region’s most successful entrepreneurs and institutions to provide personalized advice across asset classes, including hedge funds, private equity, alternative investments, and real estate. By using a holistic approach, they seek to understand the intent each client has for their wealth and then align resources to create an implementation plan that considers unique goals, risk tolerances, liquidity needs, and investing styles.
Andrew is an ambassador for J.P. Morgan and has served in director, leadership, and advisory roles with many local organizations, including the Tampa Bay Chamber, Tampa Bay Wave, Leadership Florida, Junior League of Tampa, the Jesuit High School Foundation, and the Florida State University College of Law. Andrew has been named a 40 Under 40 Honoree by the Tampa Bay Business Journal and Business Observer and 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.
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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 JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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