Since 2006, when she joined Merrill Lynch Wealth Management, Andrea has played a vital and active role in developing integrated wealth management strategies that align with clients’ financial circumstances and objectives. A lifelong resident of the Broken Arrow area, Andrea earned her Master’s of Business Administration in Finance from Northeastern State University having completed her Bachelor’s degree in Business there as well. Andrea serves on the Advisory Board for the Northeastern State University College for Business and Technology, President of the Board of Directors for Broken Arrow Neighbors, and is a chairman for the Merrill Professional Women’s Exchange Mentoring Program. Andrea and her husband, Jim, are proud parents of four adult children and enjoy spending time kayaking and exploring the great outdoors.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
