Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Andy has worked in the financial services industry since 2004. Prior to joining Merrill Lynch in 2013, Andy worked as a commercial loan officer, branch manager, and financial advisor in Chicago. He is a graduate of Quincy Notre Dame and Quincy University. Andy remains active in the community by serving as a chairperson for the QND Fund Drive, as a board member of the Mart Heinen Club, he is on the investment committee for the Quincy Society of Fine Arts, and as a member of Gem City Breakfast Kiwanis. Andy enjoys golf, baseball, and spending time with family.
Andy focuses on 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 monitored. He aims to develop lasting relationship through consistent communication and outstanding customer service.
Andy follows the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in the community.
Quincy Notre Dame
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
External MSG Specialist
Wealth Management Banking Specialist
Wealth Management Lending Officer NMLS # 1546693
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.