Andres currently holds the CIMA® designation awarded by the Investments & Wealth Institute™ (The Institute) , taught in conjunction with the Wharton School, University of Pennsylvania. Andres also earned the International Wealth Advisor accreditation allowing him to utilize his knowledge and experience with international families and business owners. He also holds the Series 7 and Series 66 FINRA registrations. Andres is a graduate of the University of Miami with a bachelor's of Science in Communication.
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.
