Gerard Andrews
Gerard J. Andrews, CPM®, CPFA®
MANAGING DIRECTOR
WEALTH MANAGEMENT ADVISOR
SENIOR PORTFOLIO MANAGER
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Jerry holds the Certified Portfolio Manager designation and is a specially qualified Senior Portfolio Manager. Jerry has been on Wall Street since 1973 and joined Merrill Lynch Wealth Management in 1998. He concentrates on developing strategies to manage the financial and investment needs of individuals and public and private companies, addressing both sides of the balance sheet. He works with his clients' accountants and attorneys as requested to focus together on the client. He is a published author, a former business owner and has been a corporate board member for several companies that concentrated on foreign exchange. Originally from Staten Island, N.Y., he earned a bachelor’s degree in Latin American studies from Rutgers College and speaks Spanish and Portuguese fluently. He and his family reside in South Orange, New Jersey, where they are actively engaged in their local church and community. Jerry currently sits on the Board of the New York Chapter of the Institute of Management Accountants.
*A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Advisors.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
