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: 2019, 2021-2023. 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.
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.
*The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/20022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info
2021: 32,725 nominations with more than 5,000 advisors received the award. This ranking is based upon the period from 6/30/19 to 6/30/20 and was released on 2/11/21
2019: 29,334 nominations with more than 3,477 advisors received the award. This ranking is based upon the period from 6/30/17 to 6/30/18 and was released on 2/20/19.