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

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

  • 750 Washington Boulevard, 11th Floor
    Stamford, CT 06901

  • 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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