Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
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 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 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 Lynch
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.
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Your life and goals change. As these changes occur, we can update your approach to reflect them.
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