Andy is a graduate of the College of Charleston where he earned a Bachelor of Science in Business Administration with an emphasis in Finance. Andy started his career in 1996 at J.C. Bradford & Co. where he worked until 2000 when J.C. Bradford & Co. was acquired by UBS Financial Services. Andy left UBS in 2007 to continue his career at Merrill Lynch. In March of 2019, Andy formed Lovell Wealth Management of Raymond James. Raymond James’ culture of putting clients first, acting with integrity, thinking long-term, and valuing advisors’ independence is what attracted Andy to the firm.
Andy was recognized by Forbes as one of the Best‐In‐State Wealth Advisors* in the years: 2022-2026. He is dedicated to helping his clients pursue their objectives by building and managing personalized, defined investment strategies. In 2017, Andy earned the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute™ in conjunction with the University of Chicago, Booth School of Business. The CPWA® program is an advanced credential created specifically for wealth managers who work with successful families to address their distinct needs and wants.
In 2024, Andy earned the Private Wealth Advisor designation from Raymond James. This designation reflects Andy’s experience in managing the financial concerns of families, individuals and organizations of significant wealth.
Andy was a member of the U.S. Sailing Team and remains an avid sailor. In addition to sailing, Andy greatly enjoys hunting and fishing. Andy and his wife, Mary, live in Uptown New Orleans with their three daughters, Sara, Virginia, and Elizabeth. Andy actively donates his time to local charitable organizations.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individual, families and organizations.
*2025 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. 48,944 nominations were received and 9,722 advisors won.
2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 44,990 nominations were received and 8,500 advisors won.
2023 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won.
Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is based upon the period from 6/30/20 to 6/30/21 and was released on 4/7/22.