Andrew S. Harvey

Senior Vice President/Investments

Contact Me

E-Mail Address

[email protected]

Phone Number

(858) 879-4021

About Me

Andrew began his investment industry career in 2001 and joined Stifel in 2015.  Prior to Stifel, he began his investment services career at M.L. Stern, where he developed a specific niche for tax-advantaged municipal bond investing.  Today, he continues to leverage his extensive experience in comprehensive wealth management to develop relationships with high-net-worth individuals, families, entrepreneurs, successful business owners, and self-insured school districts.

Andrew wants to help his clients live a happy, fun-filled life, no matter their situation.  He believes that having a great financial advisor can help take the financial stress out of everyday life; it allows clients to enjoy the things in life that are important to them.  Andrew understands that investing appropriately depends on his clients’ unique and personal situation.  He follows a defined and disciplined process and is committed to ensuring his clients’ needs are addressed and their financial strategies are effectively implemented.