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Andy has worked in the financial services industry since 2004. Prior to joining Merrill Lynch Wealth Management in 2013, Andy worked as a commercial loan officer, branch manager, and financial advisor at JPMorgan Chase in Chicago. He is a graduate of Quincy Notre Dame and Quincy University. Andy remains active in the community by serving on the Quincy Area Salvation Army board, as the president of the Quincy University Mart Heinen Club, as a member of the Quincy University Hall of Fame Committee, as a director for the Quincy Notre Dame Fund Drive, as a mentor on the CFP Board, he is on the investment committee for the Quincy Society of Fine Arts, as a volunteer at Horizons Soup Kitchen and Food Pantry, and as a member of Gem City Breakfast Kiwanis. Andy enjoys golf, baseball, and spending time with his wife Michaela and their three dogs.
Andy focuses on wealth planning and works closely with clients to build a customized strategy based upon their financial goals. He draws from his banking, lending, and planning experience to help clients manage both sides of their balance sheet. He works closely with clients to put a plan in place that is regularly updated and reviewed. He aims to develop lasting relationship through consistent communication and outstanding customer service.
Andy follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in the community.
English
Quincy University
Quincy Notre Dame
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
Merrill
Wealth Strategist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #257719
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Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
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