Financial Counselor & Analyst
Andrew's approach centers on delivering high-quality, personalized financial guidance tailored to the unique needs of MBA students, professional graduates, undergraduates, and international students. His mission is to present financial options, including investing, with clarity and simplicity, eliminating confusion while in school to bring understanding to his peers navigating complex finances and uncomfortable conversations. By fostering confidence, trust, comfort, and understanding, Andrew empowers his clients to make informed, confident decisions about their finances and investments, helping them grow their income without the burden of high capital costs and experience. His approach paves the way for best practiced financial education, financial independence, and long-term wealth-building for diverse and global clients.
Biography
Andrew is currently in his final semester at Rice University’s Jones Graduate School of Business, completing an Masters in Business Administration (MBA) in Finance as he pursues a career in Corporate Banking and Financial Planning and Analysis (FP&A). With over three years of experience in budget and finance, Andrew worked as a Private Client Banker at JPMorgan Chase in consumer
banking for two years before returning to business school. At Rice, he has utilized his expertise to become an entrepreneur, offering financial and investment counseling services for the past two years.
Andrew holds a degree in Child Psychology and a Master’s in Counseling Psychology, fields in which he spent six years working in mental health and retail sales. His academic foundation, coupled with his financial industry knowledge, has equipped him to hold Series licenses and insurance certifications, allowing him to educate youth and college
students on finance and investing. As Treasurer for Rice Business, Andrew oversees financial operations for the campus community.
Originally from Grand Rapids, Michigan, Andrew is deeply passionate about empowering disenfranchised individuals by providing financial and accounting education. Through his business, he offers accessible financial services to individuals with limited capital or those who lack trust or comfort in navigating traditional financial institutions.
Qualifications
Credentials
- Series 6 FINRA Licenses – Investment Company and Variable Contracts Products
- Series 63 FINRA Licenses -Uniform Securities Agent
- Licensed Life Insurance Agent in Texas
Education
- B.A.A – Child Psychology
- M.A. – Counseling Psychology
- MBA – Finance (Candidate)
Industry Experience
- Chase Auto Corporate – Finance & Drive
- GMI Capital Partners – Investment Advisor
- JP Morgan Chase – Private Client Banker
- University of Michigan – PM Budget & Finance Admin
Business Strategies
- Reliable Expertise: Providing trustworthy, skilled, and experienced financial guidance that’s accessible and affordable.
- Transparent Pricing: Clear, flat-rate fees with no hidden charges or penalties—what you see is what you get.
- Tailored Solutions: Flexible service options designed to fit your unique needs and budget.
- Approachable Communication: Offering empathetic, straightforward advice without overwhelming regulatory jargon or high-pressure sales tactics.
- Specialized Support: Focused services for international students, credit cards, mortgages, and investment portfolios.
- Seamless Progression: Building connections to advanced financial counselors when you’re ready to take your financial planning to the next level.
Our mission is to provide you with the tools, knowledge, and support needed to achieve financial independence and lasting wealth. Whether you’re an international student navigating financial systems, a small business owner seeking growth, or someone striving to overcome economic challenges, we are here to guide you. With a focus on your unique needs, we help you reduce debt, grow your income, and make confident financial decisions, all while building a secure foundation for your future. Your success is our priority.
At Equity Solutions & Co., we strive to be more than just a financial services provider—we are your trusted partner in achieving financial freedom, business growth, and long-term success. Our vision is rooted in delivering high-quality, personalized financial guidance tailored to the unique needs of MBA students, professional graduates, undergraduates, international students, and underserved communities.
By presenting financial options, including investing, with clarity and simplicity, we eliminate confusion and empower our clients to make informed, confident decisions. We aim to help you grow your income without the burden of high capital costs, fostering trust and understanding every step of the way. Through this approach, we pave the path to financial literacy, independence, and sustainable wealth-building for diverse and global clients.
Bridgette
“I feel so blessed to have started the process of managing my money, retirement and investments. I have been working with Andrew Ward for about a month now and I have never been as excited about my finances as I am now. Working with Andrew has been a game changer. We have worked on my budget, assessed my retirement portfolio and are looking for ways to build wealth. Where I once felt hopeless and overwhelmed, I now feel empowered and hopeful. I am learning valuable information that I share with family and friends. Thank you, Andrew, for sharing with me your knowledge and wisdom around finance. I am so thankful for the countless hours you have spent ensuring I am financially literate and understand my financial options. Your services have truly been a blessing in my life.”
Anonymous
“I had a meeting with Drew where he patiently listened to my current finance situation and quickly tailored a personal finance plan for me. His approach is very balanced, practical and helpful especially for a new beginner like me. I definitely recommend him!”
Stephani
“Drew is very easy to talk to and takes individual consideration into his financial planning, ensuring all our needs for a solid savings plan were met while still allowing for discretionary purchases. His collaboration meant we could customize our 5-year plan and not sacrifice the activities we really wanted to do, while seamlessly investing for our future.”
Gui
“I had the pleasure of meeting with Drew, who is not only a fellow member of my MBA cohort but also an exceptionally bright individual. Our financial advisory session was incredibly insightful, as Drew’s expertise and clear communication helped me better understand my financial situation and the steps needed to achieve my goals. The personalized advice and actionable strategies we worked on were particularly valuable for the situation I am currently in. I truly appreciated his approachable manner and willingness to answer all my questions. I left the session feeling more confident and equipped to make informed financial decisions, so I really look forward to our next session. Highly recommend Drew for his knowledge and dedication.”
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