Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Andres (Andrew) joined Merrill Lynch Wealth Management in Palm Beach in 2016, and was formerly with Morgan Stanley. Andrew's focus is guiding clients to pursue the unique objectives they have for their families, their businesses, and the next generation.
Andrew's process provides a goals-based approach to wealth management, working with affluent individuals, families, and corporate executives. Utilizing institutional-caliber resources and sophisticated capabilities, he takes into account all of the aspects that make up clients' financial lives.
As your advisor, Andrew's mission is to understand your and your family's objectives and what they mean to you. This provides a basis to implement personalized strategies and provide ongoing guidance related to your overall financial position, long term goals, and risk tolerance.
Away from work, Andrew is passionate about being involved in the community. He is on the board of governors of the Mandel JCC and a regional board member of the Anti-Defamation League. He is also an active member of Philanthropy Tank, Leadership Business Council, and the Delray Beach Tennis Center.
Andrew was raised in Boca Raton and is a Dean's List graduate of the University of Florida. He and his wife Jennifer reside in Boynton Beach. He enjoys playing tennis, running, reading, and traveling.
English & Spanish
University of Florida
Our experts examine the forces that are changing the world – and how they may impact your life
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Structured Credit Executive
Bank of America, N.A.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
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 you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.