Andrew Francis Lottman
As a Senior Vice President, Financial Advisor of the Locniskar Pursel Bucher Biddinger Group at Merrill Lynch Wealth Management, I work closely with individuals, entrepreneurs, business owners, corporate executives, families, and institutions by providing customized wealth management strategies that are necessitated by substantial assets and complex balance sheets.
I work with my clients to help them prioritize and pursue the goals that matter to them most by delivering a concierge level of service that draws from best practices across the financial industry. My clients are supported by the resources of a global firm including direct access to Bank of America’s commercial bank, investment bank and other lines of business to help ensure all financial needs are seen to.
As a Certified Public Accountant (CPA), I started my career at Deloitte and Touche LLC in Chicago, Illinois. At Deloitte, I focused on auditing the investments of Private Equity and Non-Profit Entities. Following my passion for investments, I began working at the boutique asset management firm, Ziegler Capital Management, where I helped high-net-worth individuals and institutional clients with sophisticated investment strategies tailored to their specific needs. In 2017, I moved to Michigan where I began my career as a financial advisor at J.P. Morgan’s Private Bank. At J.P. Morgan, I provided expertise and sound advice across banking, investments, lending, and trust and estate planning for high-net-worth individuals, family offices, and institutions.
I earned my Bachelor of Arts degree in accounting from Michigan State University and a Master of Science in Accountancy degree, with a minor in finance, from DePaul University. I am a member of the Michigan Association of Certified Public Accountants (MICPA) and the American Institute of Certified Public Accountants (AICPA).
*I do not provide tax or legal advice in my current role with Merrill.
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.
