Fabio de Andrade is a member of Merrill Lynch Wealth Management as a Senior Vice President, Senior Financial Advisor and Portfolio Manager. He provides a unique and complete set of resources to high-level corporate executives, successful entrepreneurs and wealthy families that require confidentiality and discretion around complex financial situations.
His goal is the complete satisfaction of his clients by providing them with superior advice coupled with convenient and efficient financial service. The focus of his practice is to assist clients in asset allocation and investment decisions, devise customized strategies to hedge risk, create liquidity, and form retirement, estate and succession plans. I design strategies addressing all aspects of financial management, allowing clients to focus on their demanding careers with the assurance that their wealth is being managed efficiently and professionally.
Fabio prefers to coordinate his efforts with clients' outside advisors, attorneys, business managers, and CPAs to help ensure that his clients get the greatest amount of attention with the least amount of distraction, seamlessly integrating the vast services of Merrill with the expertise of clients' outside advisors. As the financial industry continues to change, Fabio feels that he is positioned better than ever to serve the affluent marketplace.
Fabio has been married for seventeen years to Kori Ann and they reside in Lee’s Summit with their daughters Alessandra Sofia and Emilia Marie. Fabio graduated from the University of Kansas and is FINRA and insurance registered.
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.