Andrew Polcari is a Client Service Associate in SC&H’s Wealth Management practice, bringing approximately one year of experience supporting the firm’s wealth clients. In his role, Andrew assists clients with transactions and account maintenance, working closely with experienced financial advisors to help deliver thoughtful, personalized financial guidance.
Andrew is energized by the unique blend of analytical thinking and relationship-driven work that defines his role. He takes pride in supporting clients on their path toward financial goals, applying close attention to detail in every transaction while building the kind of trust that comes from consistent, dependable service. Working alongside seasoned advisors has also given Andrew valuable insight into how thoughtful planning translates into real impact for clients.
What Andrew finds most rewarding is helping clients reach milestones that matter to them, and he values the opportunity to learn from the experienced professionals around him. His approach is grounded in patience, diligence, and a genuine investment in each client’s success, reflecting how seriously he takes the relationships he builds, both with clients and colleagues.
Andrew is a graduate of the University of Maryland, where he earned a double major in Finance and Economics. He also holds his Series 65 license.
Outside of work, Andrew is a practicing Catholic and active member of the Knights of Columbus, an organization he joined in college and continues to value for the opportunity to serve his parish and local community through faith and service. When he’s not volunteering, Andrew can be found surfing the waves in Ocean City, playing in a local basketball league, or spending time with friends and family at the beach.
