Andrew D Herr, Cfa-UBS Financial Services Inc

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100 W Putnam Ave Ste 2B
Greenwich, CT 06830
+1 (203) 705-4260
https://advisors.ubs.com

Andrew D. Herr, CFA, is a Senior Vice President at UBS Financial Services Inc. in Greenwich, CT, specializing in wealth management and financial planning tailored to individual client needs. His mission focuses on building long-term relationships through quality client service, providing solid, trustworthy advice across a broad range of financial issues.

Supported by a highly experienced advisory team, Herr utilizes UBS's extensive Private Wealth Management platform to deliver customized investment strategies aimed at optimizing after-fee and after-tax returns. His background includes significant roles at JPMorgan Private Bank and a strong educational foundation, including an MBA with distinction from Cornell University.

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