Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Andre Julian started his career in the investment industry in 1996 and came to the Merrill Lynch Financial Advisory team in 2013. As a former business owner and CFO of an independent investment advisory firm, he can offer concise financial solutions to business owners, high-net worth individuals and families predicated on their risk tolerance, time horizon, liquidity needs and overall investment goals.
Years spent as a television analyst for CNBC, Bloomberg and the Fox News Network, not only helped Andre solidify his understanding of the macro and micro-economic influences affecting the market, but also strengthened his ability to explain complicated investment principles to his clients. Countless hours spent analyzing individual company stocks for his television appearances helped him clarify his belief that the cornerstone of financial advice is not built upon individual market picks, but within the principles of proper portfolio allocation strategies that are based upon individual client need.
Andre prides himself on following a disciplined wealth management process predicated on time-tested investment principles, while allowing the flexibility to adapt to an ever-changing economic climate. The information gathered from each client provides the foundation from which customized strategies are built, and the vast resources at Merrill Lynch provide the structure with which they can be implemented.
In addition to holding a BA in Psychology, an MA in Social Ecology; both from the University of California at Irvine, Andre Julian also holds the Certified Investment Management Analyst® designation, administered by the Investments and Wealth Institute® and taught in conjunction with the Yale School of Management, as well as a CRPC® designation from the College for Financial Planning. He and his wife, Christine, are both fitness fanatics and enjoy their life in South Orange County, CA with their daughter Chloe.
English & Ukrainian
University of California
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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We will work to help you stay on track, regardless of what the markets are doing.