Experience
Makes all the difference
Andrew T. Le is a Senior Vice President at UBS and a CERTIFIED FINANCIAL PLANNER™. He concentrates on wealth management for institutions and high net worth investors. Andrew was listed on Forbes as one of California's "Best-In-State Wealth Advisors" in 2020. Andrew graduated from UCLA with a degree in Business Economics in 1999. He then spent the next nine years as an Investment Advisor at Morgan Stanley before joining UBS. Andrew and his wife, Donna, have two children. He enjoys spending time with family, being active outdoors, volunteering in the community, coaching wrestling and playing competitive sports.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Investments, Wealth Advisor |
Menlo Park |
November 2008 - Present |
Morgan Stanley |
Financial Advisor |
Palo Alto |
December 1999 - November 2008 |
Accomplishments
- Director's Council - UBS Financial Services
- Pacesetter's Club - Morgan Stanley
- America's Top Advisory Teams - Research Magazine, 2008
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Education
- Rule 144 Specialist
- B.A. Business Economics, UCLA
- Wealth Advisor
Licenses
- State of California, Insurance Licensed (#0C38650)
Personal & Community
- Second Harvest
- Habitat for Humanities
- The Salvation Army
Registered States:
AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, MA, MD, MI, MN, NC, NJ, NV, NY, OH, OR, TX, UT, VA, WA, WI