Wren-Andre Giddarie, Financial Advisor, spent 15 years as a big box retail manager and transitioned to the financial services sector as a Bank Manager before moving to personal wealth management for select individuals and their families. As a Financial Advisor with Merrill over 5 yrs, Andre offers a comprehensive approach to managing wealth that begins with listening to a client's needs.
"My Mission, first and foremost, is to understand your goals and priorities. To take the time to ask hard, smart questions and listen carefully, then understand in great detail exactly where your wealth stands today and where you'd like it to be tomorrow. I then help you design, implement and regularly review a customized wealth management strategy that helps you and your family pursue personal financial goals while managing investment risk."
Andre and his wife and two young children have lived in New Hampshire on the Seacoast for over 15 years. They enjoy day trips in the car, skiing, canoeing, hiking, karate, Dance and are active volunteers in their church, school, and local community.
Andre holds life, accident and health insurance licenses in Connecticut, Hawaii, Maine, Massachusetts, Michigan, New Hampshire, North Carolina, Ohio, Pennsylvania, Tennessee, Texas and Virginia. He holds securities Series 6, 63, 7 and 66 FINRA registrations, and mortgage licensing NMLS ID 1165767.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as The Knights of Columbus . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
As a Merrill financial advisor, I provide advice and guidance to help families manage their wealth to support their goals across a variety of areas. Our wealth management strategy places the investor at the center of focus, not the market.
Among the reasons I chose to join the financial services industry is my desire to help others. This passion to help stems from my experience and the financial challenges I have watched friends, families or myself experience in the past. As witness to the challenges faced by important people in my life, I recognize the need for a caring, relatable professional to help others realize the life they want. My purpose is to help others define their goals, establish a wealth management strategy centered around their priorities and then help them to adjust their strategy as needed, as the inevitable changes in life occur.
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.
