Andrew Welzel

Andrew Welzel

Managing Director

San Diego, CA

Scottsdale, AZ

San Francisco, CA

Andrew focuses on developing and delivering wealth planning and investment management solutions for high-net-worth and institutional clients. He has more than 20 years of experience in the financial services sector.

Andrew joined Mariner Wealth Advisors from Halbert Hargrove where he served as regional director. In this position, he worked with wealthy individuals and their families to address all facets of their financial lives. Prior to joining Halbert Hargrove, he was a senior vice president at Bessemer Trust where he provided customized investment strategies and complex, multi-generational estate and tax planning services for ultrahigh-net-worth families.

Andrew has a bachelor’s degree in German from Georgetown University and a Master’s of Business Administration from the University of Chicago Booth School of Business.