Andres is an International Wealth Advisor with over 24 years of investment management experience providing a wide array of financial & investment services including wealth management and investment planning for your particular needs.
Andres services help simplify clients’ financial lives and assists them in identifying, prioritizing and developing strategies to help them reach their various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income.
In 2016 He completed executive studies at the University Of Chicago Booth School Of Management and earned the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute™ (The Institute) and in 2020 earned the Retirement Manager Advisor® designation also from the Investments & Wealth Institute™ (The Institute).
He earned a Master's degree in Finance from Florida International University and is a graduate of the University of South Carolina with B.S. degree in Engineering & Master’s in Structural Engineering.
Andres firmly believes that the key to a successful relationship hinges on the presence of six vital elements: Communication, Collaboration, Confidentiality, Trust, Knowledge, and a Clear Roadmap. Hence, Andres unwavering focus is directed towards cultivating and fortifying these critical themes, steering clear of the distracting noise of fleeting news cycles and short-term market fluctuations.
Andres focuses on providing an exceptional level of care and service, and believes in collaborating with other trusted advisors to deliver all available resources for the benefit of the client. He is committed to help optimize the clients’ resources so they can make the most of what they have.
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.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
