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Andrew J. Outcalt is a Client Associate with J.P. Morgan Wealth Management.
As a member of the Loeb Group, he provides client service and problem solving support for high-net-worth individuals, families, and institutions. Andrew’s responsibilities include account opening procedures, distributing research, preparing financial documents, maintaining account transfers and problem solving ad hoc requests . He has a reputation for managing day-to-day activities in a steady and experienced manner.
Andrew graduated from the Ohio Wesleyan University with a B.A. in Finance Economics. With five years of experience in financial services, he began his career in Wealth Management at Capital Advisors, Ltd. in Cleveland, Ohio as a Summer Analyst. Andrew then moved to Chicago working at UBS within Asset Management. Here, he acquired operational and client servicing skills to carefully address clients’ needs. Andrew joined J.P. Morgan in May of 2021 where he serves as a proud member of the team, adding value to the team’s stellar reputation and execution.
Andrew lives in downtown West Palm Beach, where he happily soaks in the famous Florida sunshine, local restaurants and golf courses, and scenic drives on the coast. Additionally, Andrew is passionate about his family, volunteering at the First Tee, and his hometown – Cleveland.
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