Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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Andre Julian started his career in the investment industry in 1996 and came to the Merrill 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, overall investment goals and the costs associated with the recommendation.
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 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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.