With over 15 years' experience in the financial services industry, Andrew Clark joined Merrill Lynch Wealth Management in 2020 and holds the Chartered Retirement Planning CounselorTM designation. Andrew received a bachelor's degree in Economics from College of the Holy Cross and a MBA in Finance from Fordham University.
Andrew takes a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation, and what matters most to them. Andrew helps clients manage transitions in their lives, such as the receipt of stock options, the sale of a business, a new job or promotion, or preparing for retirement. By advising on portfolio construction, trust and estate solutions, and financial planning, Andrew helps clients with virtually all aspects of their financial lives.
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.
