The Andrews Group

Merrill Lynch Wealth Management
114 West 47th Street
New York, NY 10036
(212) 382-8600
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The Andrews Group offers advice and guidance based on your goals and priorities—for yourself, your family and your business. We believe our wealth management philosophy is different, because we place the investor at the center of our focus, not the market. Using an understanding of your life as a foundation, our team will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress towards them and work with you to adjust your strategy over time as needed. When you succeed, we succeed.
The Andrews Group
Merrill Lynch Wealth Management
Welcome

Our approach to planning and investing begins with a conversation. We take the time to get to know you—your kids’ names, how hard you worked to get where you are and how you define success. We’ll work together to understand your investment personality, prioritize your goals and build a financial strategy that reflects your needs. We believe investors can benefit from our advice, access to the investment insights offered by Merrill Lynch Wealth Management and the banking convenience of Bank of America. We are supported by the deep resources and intellectual capital of Merrill, and we help clients create customized asset allocation investment portfolios. Our approach places a premium on the preservation of invested capital, without losing sight of growth. While keeping our strategic outlook in mind, we try to take advantage of market inefficiencies in domestic and international equity and fixed income investments.

Recognition
Gerard Andrews
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
The Andrews Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Approach

Working with us means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to the goals that matter most to you.

The value of the relationship with you includes:

  • helping you make informed decisions
  • recognizing your life priorities and goals
  • understanding your investment style
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets
Meet Our Team
Gerard Andrews,

CPFA™,CPM®

Managing Director, Wealth Management Advisor
212.382.8600
Douglas Man,

CRPC™

First Vice President, Senior Financial Advisor
212.382.8577
Bondy Hui
Wealth Management Client Associate
212.382.8464
Jane M. Mendelson
Registered Senior Wealth Management Client Associate
212.382.8611
Beth Topf,

ChFC®,CFP®,CLU®,RICP®

Senior Financial Advisor
212.382.8553
Katrina S Johnson
Senior Financial Advisor
505.982.6518
Jason E Logan,

ChFC®,CFP®,CMT®

Vice President, Senior Financial Advisor
212.382.8517
Taryn A Brady
Wealth Management Client Associate
212.382.8627
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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CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
RICP® and Retirement Income Certified Professional® are the property of The American College, which reserves sole rights to its use, and is used by permission.
CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.