Team Name: Merritt Point Wealth Advisors
Firm: Wells Fargo Advisors
Senior Members: Jason Andrews, Beth Cutler, Ross Bauer
Location: Old Greenwich, CT
Team Custodied Assets: $1.7 billion
Background: A self-described “numbers guy,” Jason Andrews studied accounting and finance at Southern New Hampshire University before starting his career at PaineWebber (later acquired by UBS) in 1999. He says he built an early private-client business the old-fashioned way: Cold calling. In October 2000 he began partnering with other brokers. In 2008, Andrews and his partners moved their book to Wachovia—just as the financial crisis was reshaping the industry…
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