Andres (Andrew) Alminana

Vice President, Senior Financial Advisor
NMLS #1369349

249 Royal Palm Way
Palm Beach, FL 33480
561.650.7341
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile

Andres (Andrew) Alminana is a Vice President & Senior Financial Advisor with Merrill Lynch Wealth Management based in Palm Beach, FL. He joined the firm in 2016 and began his wealth management career in 2008. Andrew's focus is guiding clients in pursuing the unique objectives they have for their families, their businesses, and the next generation.

Andrew's process provides a goals-based approach to wealth management, focusing on working with high net worth individuals, families, and public & private organizations. Utilizing institutional-caliber resources and sophisticated capabilities, all of the aspects of a client's finances, investments, and long term goals are integrated to deliver personalized strategies and ongoing advice.

Among the services provided to our clients are, but not limited to: wealth management planning, investment management, income generation, tax-aware investing, cash optimization, business succession planning, insurance implementation, estate analysis, charitable giving, trust administration, and overall financial management.

Away from work, Andrew serves on the Grant Review Committee and as a Project Coach for Philanthropy Tank, a non-profit that helps develop charitable student-led organizations. He also serves on various committees and in leadership positions with the Jewish Federation of Palm Beach County, and is a member of Safeguard Palm Beach through the Palm Beach Police & Fire Foundation.

Andrew was raised in Boca Raton. He is a Dean's List graduate of the University of Florida, where he received a Bachelor of Science in Management from the Warrington College of Business. While at UF, Andrew was a member of academic honor societies and represented the university in intercollegiate soccer. He and his wife Jennifer, a counselor and therapist, live in Boynton Beach with their son. He enjoys playing tennis, running, reading, and traveling.

About Me
Welcome

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.

Meet Our Professional Staff
Alessandro Basile
Wealth Management Client Associate
561.653.7102
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Mitch Canada
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #118960
Destiney Constantatos
Wealth Management Banking Specialist
Merrill
Zachary Zeman
Alternative Investments Regional Specialist
Bank of America, N.A.
About Merrill

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.

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Andres Alminana is registered to do business in AZ, CA, CO, CT, DC, FL, GA, MD, NC, NJ, NY, PA, VA.