Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024
Top Wealth Advisors Best-In-State
2024 • 2023
America's Top Wealth Advisors
2024 • 2023

Barron's

Top 100 Independent Wealth Advisors
2022
Top 100 Private Wealth Management Teams
2023
Top 1,200 Financial Advisors
2024 • 2023
Top 250 Private Wealth Management Teams
2024

About Andrew

Andrew Vahab is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

He and his team joined the firm in 2023 after spending two years at First Republic and 19 years at Citi Personal Wealth Management where he rose to Director, Senior Wealth Advisor and Portfolio Manager.

Andrew's financial and civic life has been a profile of achievement and devotion for decades. His reputation for professional excellence and personal care has attracted an elite, nationwide clientele of prominent founders, thought leaders, entrepreneurs, venture capitalists, real estate developers and C-suite executives. He is particularly skilled at providing complex multi-generational financial solutions and capital market strategies.

Results and relationships are important to Andrew. He tries to work closely with both spouses and entire families—educating and sharing financial lessons that can prove beneficial for generations to come. His affinity for friendly conversations puts clients at ease and allows for discussions around issues that may not have been raised previously. Andrew has become good friends with many clients and feels privileged to have shared their special moments at anniversary parties, weddings and other milestone events. The closeness of those relationships makes him a "first call" for any financial decision.

Andrew earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation at New York University and a B.S. in Business Administration from the Zicklin School of Business at Bernard M. Baruch College, where he majored in Finance and Investments and minored in Political Science. Generous with his time and resources, Andrew serves on the Board of Directors for the Dreyfoos Foundation, a prestigious art school in South Florida. He also serves on the board of the Youth Activity Center of Boca Raton, an affordable after-school enrichment program. In addition, Andrew is a Senior Board Advisor for Lens on Life, a non-profit organization that supports photography and computer literacy training for at-risk youth around the world.

Raised by his single mother, Andrew grew up with a deep appreciation for hard work and the value of money. Today, he and his wife, Jackie, live in Boca Raton with their four sons. When not participating in his kids' activities, Andrew can be found on the tennis court or at his group's offices in Boca Raton and Manhattan.

Insights

Outlook

How the upcoming U.S. presidential election could impact your portfolio

June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now
Markets

Pushbacks and Top Tracks: A Mid-Year Mixtape

June 21, 2024We answer your top questions with the help of our favorite summer tracks.Read Now
Wealth Planning

How to successfully pass down the family vacation home

June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor ­­­­­­– and allow them to truly enjoy the family vacation home.Read Now
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