Andrew Prisco is Managing Director – Investment Officer CFP®, for the Pronomic Wealth Management Group of Wells Fargo Advisors. Andrew helps clients achieve their financial goals through a hardworking, commonsense approach to successful investing. As one of the co-founders of the team, he provides personalized service, builds lasting relationships, and maintains a strong discipline in long-term investing through proper asset allocation. Andrew focuses on Retirement and Estate Planning Strategies, and uses his vast knowledge of the equity and fixed income markets to construct, analyze, and meet to review custom portfolios. In addition, Andrew may supplement his portfolios with annuity and insurance products to help achieve his clients’ goals.
Andrew began his career at Lebenthal and Company, where he managed large municipal and corporate bond portfolios for high-net-worth individuals. He spent four years alongside Andrew and Katie Wedeen before moving their practice to Wells Fargo Advisors in 2006. He graduated from The College of the Holy Cross with a Bachelor of Arts as a Political Science Major and Economics concentration. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional who abides by the strict code of professional conduct, known as the CFP® Board’s Code of Ethics and Professional Responsibility. He also holds his Series 7, 63, and 65 securities registrations.
Andrew is a proud supporter of the Army Ranger Lead the Way Fund, and currently resides in Long Island with his wife Sarah and their three children.