Andrew S Oberman - Morgan Stanley Financial Advisor - Clayton, MO

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Andrew S Oberman
Senior Vice President
Financial Advisor
Direct: (314) 889-9803
Branch: (314) 863-2000     Fax: (314) 854-5606
Mail: 7733 Forsyth Blvd.  Suite 2100, Clayton, MO 63101

Biography

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, for he founded 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.

Andy is a true veteran of the financial services industry, having begun his career as a Financial Advisor with Morgan Stanley in 1987.  In that time, he has achieved President’s Club status 16 times, is an 11 time member of the Equity Club, is a member of the Fixed Income Select Club, and has been named on the list of Top 100 Advisors by St. Louis Magazine from 2008 to 2012 in March of each year. Dedicated to putting his clients and their financial goals first, he has built his practice by developing long-term relationships with clients and working diligently to find the best investment strategies for each.
 

He has earned the designation of Senior Vice President, and his areas of focus include Financial Planning, Wealth Management, Asset Allocation, Fixed Income, and Equities. In addition to helping his clients, Andy has served as Syndicate Coordinator and Fixed Income Coordinator for the Clayton Branch.

Source: St. Louis Magazine “Top 100 Advisors,” March 2008 - 2012, as identified by Barron's Magazine, using quantitative and qualitative criteria and selected from a total annual pool of over 3,000 nominations. Advisors who are selected have a minimum of seven years of financial services experience. Quantitative factors include, but are not limited to, the amount of assets under management. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client's experience and is not indicative of the Financial Advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Years Registered: 25
Years At Morgan Stanley*: 25
Education
UNIVERSITY OF ARIZONA, BA OF FINANCE WITH A MINOR IN ACCOUNTING AND ANTHROPOLOGY
President's Club
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




Click here to see Andrew S Oberman's licenses and state registrations.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

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