Andrea joined WE Family Offices in June 2025 as an Associate Advisor. With more than 15 years of experience in client relationship management, she is committed to delivering personalized, holistic solutions that support the evolving needs of family wealth enterprises.
She began her financial services career in New York City, where she served as an Associate in the Private Wealth Management division at J.P. Morgan & Co., and later as Vice President at Deutsche Bank International. In these roles, she provided comprehensive wealth planning and investment advisory services to ultra-high-net-worth families across Latin American region. During her most recent tenure, she focused on the investment side of wealth management and on providing financial education for next-generation family members.
Andrea holds a Bachelor of Business Administration in International Finance and Marketing from the University of Miami and an MBA from Florida International University. She is also licensed under FINRA Series 65.
