Andrew Noone, CFA®

Andrew is committed to delivering personalized financial planning services, with a primary focus on senior-level corporate executives at large public and private companies. Acting as a "personal CFO," he specializes in offering holistic and tailored guidance to help navigate complex financial markets. Andrew and his team, Executive Financial Advisors, help clients understand the complexities of their employee benefits and how to integrate that specific source of wealth into estate planning, tax planning, philanthropic planning and investments.

Andrew's passion for financial markets is complemented by a planning-first approach. He values the opportunity to work with families at various stages of their careers and wealth creation journeys. This shared experience allows him to offer integrated counsel through corporate careers, liquidity events, and into retirement and legacy planning. At the core of his work is a deep personal relationship with clients, driven by a curiosity about markets and a focus on integrated and holistic planning.

Andrew joined Morgan Stanley in 2025 after spending 15 years at UBS. Prior to that, he worked at The Ayco Company, at Goldman Sachs Company for 6 years. He received his B.A. in Economics from Boston College and is a CFA Charterholder. Family serves as the foundation for Andrew, providing both inspiration and stability. He and his wife, Karla, are actively involved in their community, particularly through Christ the King Catholic School, where they recently served on the Capital Campaign Committee to help plan and build a new school building. With two sons, Kevin and Alex, Andrew stays engaged by coaching their soccer and lacrosse teams and participating in their school activities. Additionally, his family supports the Grant Halliburton Foundation, advocating for young adult mental health.