Andy Conner
Managing wealth begins with understanding the complete financial picture. I work with individuals and families, including energy professionals, executives, business owners and clients approaching or living in retirement, to help them navigate important financial decisions and develop personalized wealth management strategies.
Based in Merrill’s Kingwood office, I serve clients throughout Northeast Houston and surrounding communities. Through Merrill, clients have access to investment insights and wealth management capabilities, as well as the banking and lending resources of Bank of America.
I believe strong financial relationships are built on personal attention, thoughtful advice and a clear understanding of what matters most to each client.
Every client brings a different combination of goals, responsibilities, opportunities and concerns. My role begins with listening – understanding where you are today, what you want your wealth to accomplish and the decisions that may stand between the two.
From preparing for retirement to managing a significant financial transition, I help clients evaluate their choices within the context of their complete financial picture. The objective is not to simply manage investments, but to develop a strategy aligned with the life those investments are intended to support.
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.
