Andrew Antanis
Your financial future doesn't start with all the answers, but it starts with the right questions.
That's where I come in. As your advisor, I'm here to help you cut through the noise of finances, get clear on what matters most, and build a financial strategy rooted in your goals, not just the markets.
I don't believe in a one-size-fits-all advice. Instead, I ask the questions that reveal what’s truly important to you, your values, your vision, and the life you want to build. Then, we create a plan that aligns with it, step by step.
This is not a decision just about money, it's about confidence, clarity, and helping you move forward with purpose.
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.
