Andrew GibsonAndrew GibsonExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Andrew
Andrew Gibson is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Andrew brings more than 15 years of investment knowledge and skills to clients. Before joining the firm with his colleagues in 2023, he spent 11 years at First Republic Wealth Management, rising to be the Head of Equity Trading. Prior to First Republic, Andrew held institutional trading roles at Stifel Financial and Thomas Weisel Partners.
Today, Andrew advises wealthy families and individuals on investment strategy, asset allocation and overall portfolio management. Proud to be an "ears open, sleeves rolled up" professional, he is devoted to knowing clients exceedingly well, gaining their respect and being a trusted advisor. For Andrew, being a relevant part of a client's financial life means appreciating their life's work, their business interests, and helping to ensure their overall well-being—financially and emotionally.
Andrew holds a B.S. in International Business from San Francisco State University and an M.B.A. from the F.W. Olin School of Business at Babson College in Massachusetts. After earning his Bachelor's, and a welltimed trading floor tour, Andrew fell in love with the energy and excitement of trading. Later in his career, he decided to serve clients directly and "own his own success." In 2019, he joined Catherine Evans and formed the group. An avid sailor, Andrew and his wife are proud parents of three children.
Insights
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
A loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
What will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
We need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
How did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read Now