Andrew Newfield

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.

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