Andrew Schultz

Andrew Schultz

Formal First Name

Andrew Schultz, Managing Director, Private Wealth Advisor, Senior Portfolio Management Advisor, and Founder of the Schultz Group at Morgan Stanley, leads a team of professionals that provides the highest levels of customer services. With more than 29 years of experience, Andrew has built a solid reputation for creating highly customized investment strategies to address the wide range of his clients’ needs and goals. He has been continuously recognized as a top advisor by leading financial publications, and has been a member of Morgan Stanley’s Chairman’s Club—an exclusive group of the firm’s top-producing financial advisors. Andrew remains involved in his Alma Mater, the University of Florida, delivering lectures on sustainability and entrepreneurship. He is also very involved in the community, serving on the boards of United Way of Miami Dade Professional Advisors Council and United Way of Miami Dade Professional Advisors Council.

Professional Experience

Academic History

Awards and Recognitions

  • Forbes America's Top Wealth Advisors, 2016–2020
  • Forbes Best-in-State Wealth Advisors, 2018–2020
  • Financial Times Top 400 Financial Advisors, 2013, 2017
  • Barron's Top 100 Financial Advisors, 2010–2012
  • Barron's Top 1,000 Financial Advisors, 2009–2013
  • Barron's Top 1,200 Financial Advisors, 2014–2020

Community Involvement

  • Young Entrepreneurs for Leadership and Sustainability
  • United Way of Miami Dade Professional Advisors Council
  • Herbert Wertheim College of Medicine Dean's Advisory Council
  • Broward Children's Diagnostic & Treatment Center