Andrew Newfield, CFP®
Director
Private Client Group
West Palm Beach, FL
As a Director in the Private Client Group, Andrew advises ultra-high-net-worth families on the complexities that accompany significant wealth. He partners with clients to develop and implement highly customized investment strategies and estate planning solutions that align with their long-term objectives. With a focus on delivering clarity amidst complexity, Andrew empowers his clients to make informed, confident decisions.
“I believe wealth should empower clients to express their values and aspirations. When a client experiences satisfaction or joy from the actions we take on their behalf, I know we’ve achieved something meaningful.”
Experience
- 13+ years experience in investment and wealth management
- Blue Crest Capital Management, Analyst
Education & Credentials
- B.S. in Finance, Towson University
- CERTIFIED FINANCIAL PLANNER® (CFP)
Beyond SCS
Andrew spends most of his time with his wife and two children. He also enjoys playing golf and traveling.