Andrew Sherman
Planning for Life's Biggest Moments starts with understanding your family, your priorities, and what makes your situation so unique. With tools at Merrill, I can help you and your family plan for life's biggest moments and build a tailored plan that uniquely reaches your goals. Retiring, transitioning through the sale of a business, sending kids to college, and buying a home are just a few of the moments I help my clients regularly work through.
My planning-based approach is ongoing, not a one-time event. Many times, I dig deeper than my client's previous advisor. Rather than only asking about their investment goals, I look to uncover opportunities in my client's financial picture. This allows me to more fully appreciate a client's evolving situation and serve most effectively in planning for the future.
Working with a financial advisor should empower you to pursue your financial goals with clarity and confidence—one step at a time.
By understanding your professional background, future aspirations, and unique family circumstances, I partner with you to create a personalized plan that guides your next steps. Our planning process addresses your retirement objectives while balancing other priorities along the way—because every client's journey looks different.
Managing your assets shouldn't be stressful. From our first conversation, we discuss your comfort level with risk and tailor strategies that align with your goals and values. My role is to help you feel informed, supported, and confident in every decision.
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.
