Andrew Oberman

Executive Director, Financial Advisor

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Andrew Oberman

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

Three Decades of Knowledge & Experience

Andy is dedicated to putting his clients and their financial goals first. As a financial advisor in the St. Louis region, he has built his practice by developing long-term relationships with clients and working diligently to find the best investment strategies for each.

A lifelong resident of Clayton, Andy earned his Bachelor of Science in Business Administration in Finance and Marketing with a minor in Anthropology and Accounting from the University of Arizona. Today, he continues his education through Morgan Stanley’s Executive Program at the University of Pennsylvania’s Wharton School of Business.  He and his wife, Rhonda, are parents to four children: Stuart, Samara, Jayme, and Marni. A proud father and dedicated husband, Andy combines his own athletic interests with that of his family’s. He has coached various sports for his children’s teams, including soccer, swimming, and hockey, and still manages to find time for bike riding, golf, baseball, and hockey with friends outside of the office.

Andy’s dedication to children does not end at home with his family. He is the founder of the Kairos Foundation to create opportunities for children and families in the community. Andy also gives time and energy to serving as Treasurer of the Saul Mirowitz Jewish Community School and the Walker Scottish Rite Clinic which he has been a part of for 21 of its 23 years of existence. His involvement in non-profit activities does not end there. Andy is a Blue Lodge (Right Worshipful Brother) and Scottish Rite Mason who has achieved the highest honor, Illustrious Brother 33°.  For 18 years he was a member of the Scottish Rite Foundation of Missouri and served as Treasurer. Furthermore, he has served as Chairman of the statewide Children’s Speech and Language Disorder Centers, and actively participates in their fundraising efforts.

Access to Private Banking >

Services Include

  • Business Succession Planning
  • Cash Management
  • Corporate Retirement Plans
  • Corporate Bonds
  • UGMA/UTMA
  • 401(k) Rollovers
  • Planning for Education Funding
  • Wealth Management
  • 529 Plans
  • Asset Management
  • Financial Planning
  • Retirement Planning
  • Fixed Income
  • Lending Products
  • Trust Accounts

Securities Agent: AL, CA, CO, CT, DC, FL, IL, IN, MD, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1279567


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Client Service Team

Client Service Team

Ginny Salviccio

Portfolio Associate


Community Involvement

Community Involvement

  • AMERICAN CANCER SOCIETY
  • WALKER SCOTTISH RITE CLINIC
  • SCOTTISH RITE FOUNDATION OF MISSOURI
  • CHAMBER OF COMMERCE
  • SAUL MIROWITZ JEWISH COMMUNITY
  • KAIROS FOUNDATION
  • BOYS TOWN GIRLS TOWN
  • SHELTER THE CHILDREN
  • LADUE HOCKEY CLUB
  • MULTIPLE SCLEROSIS SOCIETY

Location

Location

  • 7733 Forsyth Blvd, Ste 2100
  • Clayton, MO 63105


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Ready to start a conversation? Contact Andrew Oberman today.

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