Andrew Jeffreys
“We look out for clients, which means we look closely at trust documents and both sides of their balance sheets. Through Bank of America, we offer access to residential lending – and to securities-based lending for business financing, bridge loans and managing cash flow.”
Like Michael, Drew was raised to appreciate hardworking clients who seek thoughtful and specialized guidance to optimize their wealth. The son of a Certified Public Accountant, Drew finds it fulfilling to provide clients with retirement planning, tax-minimization and estate planning services as part of their overall wealth management strategy. Since arriving at Merrill Lynch Wealth Management in 2014, Drew has also helped business owners benefit themselves and employees with 401k plans. He began his career with Citizens Bank in 2013.
Drew is a graduate of Siena College and holds a Bachelor of Science degree in Finance. Born and raised in Saratoga Springs, Drew’s passions include playing golf, skiing, traveling, and spending time with family and friends. He is also a “loud and proud” Siena basketball fan and enjoys visiting Saratoga Race Course to support his family’s horse racing enterprise. To commemorate a good friend who passed away a few years ago, Drew helps coordinate an annual golf tournament.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*NMLS ID 1171451
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
