Andrew GuidiceAndrew Guidice, CRPC ®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Andrew
Andrew Guidice is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Andrew has been a member of The Mehta Team since 2023 and is dedicated to guiding clients toward their desired financial futures. He is a natural problem solver who strives to uncover strategies and opportunities that can help turn ideas into action. As such, Andrew thrives in carefully tracking the global markets to influence the diverse architecture of each client's wealth management strategy. He enjoys customizing wealth plans to integrate life's many complex and changing influences.
The team's mission is to stay close to new developments within the tech industry, and Andrew provides guidance for many clients operating within this sector. He also bolsters the team's support of financial opportunities and challenges for domestic partnerships and LGBTQ+ households. Andrew brings astute attention to helping high-net-worth families plan for their evolving priorities. Further, he holds the Chartered Retirement Planning CounselorSM designation, as well as the Trust Administration License.
Andrew began his career in 2008 at Franklin Templeton, apprenticing under US Large Cap portfolio managers. He has also worked as an Investment Specialist at J.P. Morgan Private Bank. From these experiences, Andrew cultivated his commitment to high-touch client care, which has become a pinnacle of his work.
Whether coaching a teenager on investing or modifying portfolio strategies, he enjoys working with the entire family to help strengthen their financial life. He prides himself in promoting financial literacy and reviewing market outlooks in plain terms that everyone can understand.
Andrew studied at Fordham University's Gabelli School of Business, earning a B.S. and an M.B.A. in Economics. Inspired by educational development struggles for young women, Andrew serves as a mentor in his community. He has supported a Cambodian high school student on her path to higher education.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
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