Andrew Martinez has been in the financial services industry for over 10 years and joined Merrill Lynch Wealth Management in 2020.
He has experience helping clients manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank for clients’ trust and estate planning services needs and Bank of America for clients’ credit and lending needs. In addition he can work with clients' attorneys, accountants and other advisors to help coordinate their financial and legacy approach.
Andrew attended Sacred Heart University and studied Finance and Economics. He is also a Senior Portfolio Advisor, actively holding his Series 7, 63 & 66 FINRA registrations. After spending 8 years in Manhattan, Andrew returned back to his hometown in Greenwich, CT. For leisure, he enjoys outdoor runs, golfing, and spending time with his family. He is an avid reader of investment theory, economic history and self-improvement literature.
*A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
