Andrew J Burwell
Senior Vice President,
Financial Advisor,
Family Wealth Advisor
Direct:
(719) 577-6317(719) 577-6317
Toll-Free:
(800) 225-1163(800) 225-1163
My Mission Statement
Helping clients envision, plan for, achieve and enjoy a successful retirement
My Commitment to You
One of the greatest stressors in life is the ability to predict and provide for the financial obstacles that emerge over time. I aim to reduce or remove these obstacles by providing a holistic level of service aimed at analyzing your financial position and helping define your ultimate goals. Through a personalized comprehensive evaluation of your current situation, I will create, implement, and monitor a highly customized plan that is designed to take into account and help mitigate risks of varying market conditions, while preserving the strategy surrounding your current and future wants and needs. Utilizing the sophisticated Morgan Stanley platform, I will help you navigate life’s most important financial decisions while monitoring your financial progress to success. My pride is in my exhaustive industry knowledge and my personal service. You can count on me.
Securities Agent: CA, AK, AZ, SD, SC, NC, RI, WI, VA, AR, CT, MT, FL, CO, WA, OR, IL, GA, TN, PA, NV, MI, KS, ID, WY, TX, OK, NJ, NE, ND, MO, MN, MD, MA, VT, UT, NY, NM, IN, HI, AL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1273015
AR Insurance License #: 2832345
NMLS#: 1273015
AR Insurance License #: 2832345
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Andrew J. Burwell
Senior Vice President, Wealth Management
Financial Advisor
Family Wealth Advisor
I work with clients to help them plan for and enjoy a successful retirement. Based on an in-depth analysis of your vision for your retirement, I construct a detailed financial plan and investment portfolio to help you achieve your goals.
I have been passionate about implementing financial plans to help people enjoy their lives since I was in college. I started as an intern, then joined Merrill Lynch after graduation in 1998. I moved to Morgan Stanley in 2009 to help my clients leverage the firm’s vast resources, advanced technology and thought leadership.
I earned a B.S. degree in Finance from the University of Colorado at Boulder. I am also an Accredited Investment Fiduciary (AIF), which speaks to my knowledge, skills and commitment to my clients. I am a member of the Association of Professional Investment Consultants (APIC).
Outside of work, I am first and foremost a devoted husband and father of two boys. I am also a former committee chair of the Peak Vista Community Health Centers “Breakfast of Champions.” With whatever time I have left, I enjoy running, skiing, playing golf, coaching my sons’ baseball teams and proudly claim the title of “wine geek.”
Senior Vice President, Wealth Management
Financial Advisor
Family Wealth Advisor
I work with clients to help them plan for and enjoy a successful retirement. Based on an in-depth analysis of your vision for your retirement, I construct a detailed financial plan and investment portfolio to help you achieve your goals.
I have been passionate about implementing financial plans to help people enjoy their lives since I was in college. I started as an intern, then joined Merrill Lynch after graduation in 1998. I moved to Morgan Stanley in 2009 to help my clients leverage the firm’s vast resources, advanced technology and thought leadership.
I earned a B.S. degree in Finance from the University of Colorado at Boulder. I am also an Accredited Investment Fiduciary (AIF), which speaks to my knowledge, skills and commitment to my clients. I am a member of the Association of Professional Investment Consultants (APIC).
Outside of work, I am first and foremost a devoted husband and father of two boys. I am also a former committee chair of the Peak Vista Community Health Centers “Breakfast of Champions.” With whatever time I have left, I enjoy running, skiing, playing golf, coaching my sons’ baseball teams and proudly claim the title of “wine geek.”
Key questions to ask about retirement
With nearly 20 years of experience focused on retirement, I have encountered just about every concern of clients planning for, approaching or in retirement. As you think about your own retirement, here are some things to consider.
When do I want to retire?
This is one of the most basic questions, and one of the most personal. Some people want to retire as soon as they possibly can, while others can’t conceive of not working. I help my clients work out how they want to spend this portion of their lives.
Will I have enough money?
More than anything else, this is what keeps people up at night. It’s an important question, of course, but with careful planning and a realistic approach to unexpected expenses, I help clients retire with confidence.
“Hard” or “soft” retirement?
Many people don’t want to stop working, exactly – instead, they want to re-shape what work looks like. Some become part time consultants in the same field. Others explore a new kind of work, paid or unpaid. Together, we can envision your long-term future.
What about medical expenses?
With so much uncertainty around both health and health care, this is easily the second biggest “up at night” concern. It can be a daunting issue. But with clear-eyed planning and in-depth knowledge of your many options, I can help you both prepare for and manage medical issues as they occur.
“What if …?”
The future is full of promise, as well as ambiguity. It’s important to plan for scenarios that could blindside your retirement. Inflation, market downturns, economic uncertainty – my experience and broad view help prepare for the unexpected.
With nearly 20 years of experience focused on retirement, I have encountered just about every concern of clients planning for, approaching or in retirement. As you think about your own retirement, here are some things to consider.
When do I want to retire?
This is one of the most basic questions, and one of the most personal. Some people want to retire as soon as they possibly can, while others can’t conceive of not working. I help my clients work out how they want to spend this portion of their lives.
Will I have enough money?
More than anything else, this is what keeps people up at night. It’s an important question, of course, but with careful planning and a realistic approach to unexpected expenses, I help clients retire with confidence.
“Hard” or “soft” retirement?
Many people don’t want to stop working, exactly – instead, they want to re-shape what work looks like. Some become part time consultants in the same field. Others explore a new kind of work, paid or unpaid. Together, we can envision your long-term future.
What about medical expenses?
With so much uncertainty around both health and health care, this is easily the second biggest “up at night” concern. It can be a daunting issue. But with clear-eyed planning and in-depth knowledge of your many options, I can help you both prepare for and manage medical issues as they occur.
“What if …?”
The future is full of promise, as well as ambiguity. It’s important to plan for scenarios that could blindside your retirement. Inflation, market downturns, economic uncertainty – my experience and broad view help prepare for the unexpected.
Why clients choose to work with me
More than anything, I am proud of the strong relationships I have with my clients. More than one-third of my current clients were referred by other clients. Many came to me when they were still working, and are now enjoying their retirements. Among the reasons clients choose to work with me … and stay with me:
Focus on retirement
Retirement is complicated; it demands thoughtful planning and in-depth knowledge of areas like investment, insurance, Social Security, legacy planning and many others. That’s why clients value my focus on retirement.
Big picture approach
Retirement isn’t a single event, like a birthday – it’s a long-term, evolving stage of life. I help clients articulate and prioritize their goals, and create strategies to achieve them.
Personal connection
I believe in frank, open communication and contact every client at least once per quarter. I am always available when clients need me and I answer my own phone. Connecting with my clients is one of my favorite parts of my professional life.
Taking care of the details
There are a lot of moving parts associated with retirement. Multiple IRAs and/or 401(k)s, Social Security, non-retirement assets, assorted risk management products. I help ensure that things are done right, on time and with minimal headaches for you.
Affiliation with Morgan Stanley
With all the complexities of retirement, it’s comforting to have the resources, financial stability and expertise of a global leader like Morgan Stanley behind you. Retirement is for the long-term – you can count on Morgan Stanley to be here when you need them.
More than anything, I am proud of the strong relationships I have with my clients. More than one-third of my current clients were referred by other clients. Many came to me when they were still working, and are now enjoying their retirements. Among the reasons clients choose to work with me … and stay with me:
Focus on retirement
Retirement is complicated; it demands thoughtful planning and in-depth knowledge of areas like investment, insurance, Social Security, legacy planning and many others. That’s why clients value my focus on retirement.
Big picture approach
Retirement isn’t a single event, like a birthday – it’s a long-term, evolving stage of life. I help clients articulate and prioritize their goals, and create strategies to achieve them.
Personal connection
I believe in frank, open communication and contact every client at least once per quarter. I am always available when clients need me and I answer my own phone. Connecting with my clients is one of my favorite parts of my professional life.
Taking care of the details
There are a lot of moving parts associated with retirement. Multiple IRAs and/or 401(k)s, Social Security, non-retirement assets, assorted risk management products. I help ensure that things are done right, on time and with minimal headaches for you.
Affiliation with Morgan Stanley
With all the complexities of retirement, it’s comforting to have the resources, financial stability and expertise of a global leader like Morgan Stanley behind you. Retirement is for the long-term – you can count on Morgan Stanley to be here when you need them.
Client Service Team
Valerie J. Richard - Portfolio Associate
Phone:
(719) 475-3639(719) 475-3639
Email:valerie.richard@morganstanley.com
Location
121 South Tejon St
Suite 700
Colorado Springs, CO 80903
US
Direct:
(719) 577-6317(719) 577-6317
Toll-Free:
(800) 225-1163(800) 225-1163
Fax:
(719) 473-3940(719) 473-3940
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Andrew J Burwell today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
