Andrew, has been with Merrill since 2014. He decided on a career in wealth management due to a desire to help others. “I have seen how financial well-being can improve the quality of someone’s life. I help my clients by focusing on what they want to accomplish and providing solutions and advice with their best interest in mind. My goal is to help my clients find a balance between building wealth and enjoying each moment of their lives.”Andrew brings his experience working as an advisor since 2012 and a Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp.Andrew was born in New York and has lived in Florida and Pennsylvania before returning. He is an alumnus of Penn State University and an active member of their alumni association. When not in the office he enjoys spending his time traveling, cooking, sailing, and attending local events
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.
