Andrew A. Heckel, CPWA®
Senior Vice President Wealth Management Advisor Senior Portfolio Manager
With over three decades of industry experience, Andrew believes meaningful client service is the foundation of wealth management success, so he works to ensure clients receive transparent, process driven guidance and proactive communication at every stage of wealth management: accumulation, preservation and distribution.
Andrew is a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the firm's Investment Advisory Program, a Senior Portfolio Manager may use his own strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of other Merrill Advisor's clients.
Andrew has obtained the Certified Private Wealth Advisor® (CPWA®) designation. The CPWA® certification is awarded by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The University of Chicago Booth School of Business.
A graduate of Clemson University, Andrew holds a Bachelor of Arts degree in political science with a minor in business management. He is a member of ASU Sun Devil Wrestling Inner Circle and The Clemson Letter Winner's Association. Andrew is active in the community and has been involved with Habitat for Humanity and Ducks Unlimited. He enjoys an active lifestyle and is a Greco-Roman and freestyle wrestling coach appointed with USA Wrestling. Andrew and his wife, Anna, have two children and reside in Scottsdale, Arizona.
*CPWA® and Certified Private Wealth Advisor® Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
