Blake Anderson is a Senior Financial Advisor with Merrill’s Global Corporate & Institutional Advisory Services (GCIAS). With more than 150 financial services professionals, GCIAS is Merrill’s largest wealth management and corporate services team. Blake has over 18 years of experience and works with corporate executives, directors, and retirees. He is committed to delivering personalized service virtually 24-7 to meet the needs of individuals and institutional clients throughout the United States and other parts of the world.
Blake leverages the complex tools and specialists at Bank of America and Merrill to deliver customized planning strategies to help clients navigate the complex market environment and achieve their financial goals. He holds Chartered Retirement Planning Counselor™ designation and focuses on retirement and income planning, estate planning strategies, concentrated stock management, and risk management.
In 2021, 2022, and 2023 he was named to the Forbes Best-in-state Wealth Advisors list (Published annually Jan – April. Rankings based on data as of June 30 of prior year*). He is also named to the 2020 Forbes Top Next-Generation Wealth Advisors list (Published on July 22, 2020. Rankings based on data as of March 31, 2020*).
Blake earned a bachelor’s degree in economics from The University of Georgia including course work at the University of Oxford’s Trinity College. He enjoys spending time with his wife Amber, competitive golf, staying involved in the community, and supporting several local charities.
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*2020 Forbes “America's Top Next-Generation Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1981 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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.