Andre Lee

Senior Financial Advisor
NMLS #1794832

1305 Walt Whitman Rd
Melville, NY 11747
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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.

The 3 areas of focus for building a lasting client/advisor relationship are trust, transparency and communication. At the beginning of every encounter, the objective is to establish these three pillars that will ultimately lead to a long, successful relationship. Once established, we then focus on the goals and objectives for each individual and their family, then we leverage the vast tools and resources available at Merrill to assist our clients in accomplishing these goals. The Personal Wealth Analysis tool allows us to prioritize our client's goals and objectives, while integrating the strategies that we will utilize to accomplish their goals. 

About Me

My team and I work with individuals and businesses to prioritize both short and long term investment goals and objectives. With a goals based wealth management approach, we assist with the design, implementation and review of a customized wealth management strategy that helps you and your family pursue your financial goals while managing investment risks.

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.
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Alan Kreit
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #690784
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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Andre Lee is registered to do business in AK, AL, CA, CT, FL, GA, MA, NJ, NV, NY, OH, PA, SC, TX, VA, WA.