Andrew GuidiceAndrew Guidice, CRPC ®Vice PresidentWealth Advisor
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
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowDecember 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowMaking the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowSelling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowNavigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowNavigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowShould I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInsulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowAsset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowProviding for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now