Andrew Parvey is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a founder of The Parvey Wilson Group, Andy works with wealthy individuals, families and executives to deliver wealth management strategies and investment portfolios.
Andy believes every client deserves a financial education so that clients can make more informed decisions regarding their financial future. He explains and simplifies complex concepts—such as the theory of supply and demand—in a way that people can relate to and understand. As a visionary, he combines a deep understanding of the capital markets with a process-driven approach, helping clients access the thought leadership and market perspectives available at J.P. Morgan.
With a career that spans nearly three decades, Andy most recently was a Senior Vice President and Wealth Management Advisor at Merrill Lynch before joining J.P. Morgan in 2023. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and life and health insurance licenses.
Andy graduated from Bentley College (now Bentley University) in Waltham, Massachusetts, earning a B.S. in Business.