Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Andres (Andrew) Alminana is a Financial Advisor and Portfolio Advisor with Merrill Lynch Wealth Management in Palm Beach, FL. He joined the firm in 2016 and has been in the financial services industry since 2008. Andrew's focus is guiding clients to pursue the unique financial and investment objectives they have for their families, their businesses, and the next generation.
Andrew's process provides a goals-based approach to wealth management, primarily working with individuals, families, business owners, and corporate executives. Utilizing institutional-caliber resources and sophisticated capabilities, he takes into account all of the aspects that make up clients' financial lives in order to offer his best possible advice.
As your advisor, Andrew's approach is to understand your and your family's objectives and what they mean to you. This provides a basis to implement personalized strategies and deliver consistent guidance related to your overall financial position, long term goals, and investment profile. These strategies can include, and are not limited to: equities, fixed income instruments, cash management, wealth management planning, annuities and insurance, mutual funds, lending and structured credit, hedge funds, and specialized products.
Away from work, Andrew is passionate about being involved in the community. He is on the board of governors of the Mandel JCC, a regional board member of the Anti-Defamation League, and was selected to be a member of the Emerging Leaders Program of the Jewish Federation of Palm Beach County. He is also an active member of Philanthropy Tank, Leadership Business Council, and the Delray Beach Tennis Center.
Andrew was raised in Boca Raton. He is a Dean's List graduate of the University of Florida, where he received a B.S. in Management from the Warrington College of Business. He and his wife Jennifer reside in Boynton Beach. He enjoys playing tennis, running, reading, and traveling.
English & Spanish
University of Florida
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.
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.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
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 periodically 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.