Andrew Meade is the senior partner of the Meade Group.  Since beginning his career in financial services in 2010, he has gained national recognition as a leader in wealth management.  He was named to Forbes/Shook America's Top Next-Generation Wealth Advisors list in 2017, 2018, 2020, and 2021 (published annually July - Sept. Rankings based on data as of March 31of current year.)  He was also named to Forbes Best-in State Next-Generation Wealth Advisors list in 2019 (published on September 4, 2019. Rankings based on data as of March 31, 2019) and the Forbes Best-in State Advisors list in 2021 and 2022* (published annually Jan - April. Rankings based on data as of June 30 of prior year.)

 The Meade Group works with high-net-worth families, the rising generation, charitable organizations, public and private businesses who seek financial guidance.  Each member of the group is dedicated to helping people achieve their financial goals, believing every client is entitled to the highest level of personalized service and care. With the global resources of Merrill, the Meade Group places the client at the center of the wealth management process as they work together to design a goals-based financial approach to help clients reach the goals that matter most to them.

Andrew is a graduate of the Shidler College of Business at the University of Hawaii at Manoa with degrees in Finance and International Business.  He holds the Certified Investment Management Analyst (CIMA) Designation through the Investments & Wealth Institute and the University of Chicago Booth School of Business.

In his free time Andrew enjoys competing in sailing regattas in Hawaii and on the mainland.  He is an active community volunteer having served on boards and committees of Waikiki Yacht Club, Kaneohe Yacht Club, Historic Hawaii Foundation, and Make-a-Wish Hawaii.  He lives in Honolulu with his wife, two sons, and dog, Coconut.

 
Disclosures:

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31of current year.

Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC


*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of March 31, 2019.

Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.


*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Christian is a Financial Advisor and Senior Portfolio Advisor that delivers a comprehensive approach to managing wealth informed by a deep, and personal understanding of his client's Financial situations, risk-tolerance, and objectives.

His access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients accomplish their goals.

Christian grew up in Honolulu and graduated from Mid-Pacific Institute. He then attended the University of Richmond where he earned a BS in Finance and Business Administration. He has lived internationally for 10+ years in Tokyo, London, and Brisbane, while travelling to 48 countries.

In his free time, Christian enjoys hydro-foil surfing and exploring Honolulu's diverse culinary scene.

*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.

Kyle is an Assistant Vice President and Wealth Planner for the Meade Group in Honolulu, Hawaii. With 4 years of experience in the financial services industry, Kyle joined Merrill Lynch Wealth Management as a Financial Advisor in 2019.   In this role, he grew to appreciate the importance of placing the investor at the center of the wealth management process, while also maintaining a market focus, to help clients through challenging financial decisions.  Kyle is excited to bring this experience into his role as Wealth Planner and is committed to helping clients address their financial objectives, whether the focus is building, preserving, or transferring wealth.

Kyle is a graduate from Willamette University in Portland, Oregon, where he studied Economics and Mathematics. Along with his Series 7 and Series 66 FINRA registrations, he he earned his Chartered Retirement Planning Counselor™ designation.

In his free time, Kyle enjoys golfing, paddle boarding, and is an enthusiastic sports fan.  He played Division 2 baseball at Willamette University, helping the team win the Northwest Conference Championship.  His favorite teams are the Los Angeles Dodgers and Los Angeles Lakers.