Andrew B. Shantz Senior Vice President–Wealth Management The Shantz Mantione Group at UBS Private Wealth Management

750 Washington Boulevard, 11th Floor
Stamford, CT 06901 Website 866.860.7266

Andrew B. Shantz joined UBS in 2003. He is a Certified Financial Planner™ and private
wealth advisor and holds securities and insurance licenses. Mr. Shantz focuses on
financial planning, asset and liability management and wealth-transfer and estate
planning. Mr. Shantz and his family live in Fairfield, Connecticut.

At a Glance

Minimum Net Worth Requirement

$20 million (planning services); $10 million (in assets, investment services)

Financial Services Experience

20 years

Compensation Method

Asset-based and fixed fees; commissions (investment and insurance products)

Primary Custodian for Investor Assets

UBS Financial Services Inc.

Minimum Fee for Service None
professional services provided
  • Planning
  • investment advisory and money management services
  • insurance advice and products including life
  • variable annuity
  • fixed annuity and long-term care

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