Andrew Posin is a Financial Advisor with Merrill in Scottsdale, Arizona. He works with high net worth individuals and businesses, helping them bring clarity and confidence to every stage of their financial lives.
His goal is to understand what matters most to you and build a strategy designed around your unique ambitions. He helps you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything he does for and with you takes into account your personal perspectives and priorities. He aims to bring simplicity and transparency to the complexities of investing, making the often intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
Andrew graduated from the University of Arizona's Eller College of Management, where he earned a Bachelor of Science in Business Administration with a triple major in Finance, Business Analytics, and Entrepreneurship, along with a minor in Personal & Family Financial Planning. His broad academic foundation shapes the well rounded, analytical approach he brings to each client relationship.
Outside of work, Andrew is an avid sports fan and a proud supporter of the Arizona Wildcats, New York Giants, New York Knicks, and Arizona Diamondbacks. In his free time, he enjoys golfing, traveling, and staying active through sports and lifting.
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.
